Eric Schaefer CFP®
Planning Associate
Eric joined The Monitor Group with three years of professional experience. He received his bachelor's degree in finance from Virginia Tech, where he received his Certified Financial Planner™ required coursework. He recently passed the CFP ® examination. Eric is part of a client relations team and works with other team members on integrated wealth management functions, including financial planning analyses, client meetings, estate planning and income tax preparation.
Prior to joining The Monitor Group, Eric worked as a planning assistant at another financial planning firm in Northern Virginia.