Eric Bokesch, AIF®, CRPS®, QPFC

Senior Retirement Plan Advisor

Designations and Licenses

Eric is an Accredited Investment Fiduciary ® designee, a Chartered Retirement Plans SpecialistSM and a Qualified Plan Financial Consultant.

Experience and Education

Eric helps plan sponsor clients develop and administer retirement plans. With a focus on plan design and investment monitoring, he provides clients with ideas to help improve the retirement readiness of their plan participants.

With more than 20 years of experience in the financial services industry, Eric has a comprehensive background in designing, selling and servicing retirement plans for corporate and nonprofit organizations. Prior to joining Mariner, he was with The Pinnacle Group. Earlier in his career, he worked for UBS Financial Services, Nationwide, Hartford Insurance and Cambridge Investment Research.

Eric has a bachelor’s degree in financial management from The Ohio State University.

Personal Interests

Away from the office, Eric enjoys spending time with his wife and kids. He also likes outdoor activities, travel and golf.

Eric’s Office

Contact Us