Eric Jorgensen, ChSNC


Profession LogoFINANCIAL PLANNER
Eric  Jorgensen, ChSNC

Planning Across The Spectrum

1805 BEAVER CREEK LANE
FREDERICK, MD 21702
Contact Now

Profile

Eric is a Special Needs Advisor and specializes in helping families of children with intellectual and developmental disabilities between the ages of 14-21. Eric created this role to address the frustration he felt while working to get his son’s services in place. He joined Planning Across the Spectrum to help families with special needs, like his, to navigate the disability maze.

Eric recognizes there is much more to a family’s financial well-being than insurance and investment management. Often families have more pressing issues or concerns to be addressed. Therefore, Eric provides a comprehensive, holistic evaluation of a family’s financial status and listens to their goals. He explains financial, investment, benefit and insurance options and makes appropriate recommendations, including how families can manage their own finances or recommending that they seek ongoing help from a certified financial planner.

Eric earned a Master of Business Administration in Finance & Information Systems and is a Certified Financial Planner™ (CFP). He also holds certifications as a Chartered Special Needs Consultant (ChSNC®), a Chartered Federal Employee Benefits Consultant (ChFEBC) and Certified Divorce Financial Analyst (CDFA®). He is active in the community and he serves as a board member for both the Special Education Citizens Advisory Board and Resource Connections Inc.

Eric’s enjoys hiking, traveling, and mountain biking throughout Maryland.

Firm Description

Additional Locations

Primary
74 Batterson Park Road
Fl 1
Farmington, CT 06032
(860) 606-0977
Glastonbury Office
2461 Main St
Glastonbury, CT 06033
(860) 606-7060
Contact Now

Primary Office Location

Get Driving Directions

CONTACT ERIC JORGENSEN, CHSNC

Tell us about your special needs issue and we will put you in touch with Eric Jorgensen, ChSNC

   I understand that by contacting a lawyer or a law firm through the Academy of Special Needs Planners, I will not create an attorney-client relationship and the message will not necessarily be treated as privileged or confidential. I also understand that if I contact a non-attorney member of the Academy, whether a financial planner, trustee or other non-attorney, that such contact does not by itself mean that the professional has been retained and that communications with the member may not be treated as privileged or confidential.