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Our financial advice team


Eric W Szczurowski, Private Wealth Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Eric W Szczurowski

CFP®, APMA®, CAS©, CFS®

Private Wealth Advisor

Managing Partner of
Kuttin Wealth Management
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Saving for Education

Interests

  • Traveling To One New Country Every Year
  • Training & Teaching Nokado / Jiu Jitsu
  • Playing Beach Volleyball with Family & Friends
  • Coaching Long Island Youth Soccer Teams

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Kuttin Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021
  • Forbes Best-in-State Wealth Advisors, 2021, 2022

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • BFA™ Behavioral Financial Advisor™
  • CEP® Certified Estate Planner™
  • CFS® Certified Fund Specialist
  • RFC® Registered Financial Consultant
  • CAS® Certified Annuity Specialist
  • Series 7, 66, Life, Accident & Health Licensed

Education

  • B.S. - Finance & Management, University at Albany Business School, Albany NY

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

JDRF - Juvenile Diabetes Research Foundation International

Marcie Mazzola Foundation "Helping Children in Need"

March of Dimes Foundation

National Stroke Association

Make-A-Wish Foundation

The Bridge to Life Inc.