Osaic Wealth
41yrs
Top advisor by experience in Punta Gorda
20yrs
Eric Kearney
Full name on record: Eric Eugene Kearney
Financial advisor at Retirement Wealth Advisors
Eric Kearney is a fiduciary financial advisor in Punta Gorda, Florida, with 20 years in the industry. Eric joined Retirement Wealth Advisors in 2019, after less than a year at IC Advisory Services and three years at LPL Financial. Retirement Wealth Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and hourly fees.
One of 95 advisors with offices in Punta Gorda, and one of 92 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 61% of advisors in Florida
Office6210 Scott St Unit 215, Punta Gorda, FL 33950
How the firm is paid ?Percent of assets, Hourly, Other
Advisors at the firm3
States licensed ?2 states
Services through Retirement Wealth Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowRetirement Wealth Advisors, LLCCurrent firm
- 2013 – nowBrookstone Wealth Advisors, LLCCurrent
- Sep 2013 – Oct 2013IC Advisory Services, Inc.Previously
- 2010 – 2013LPL Financial LLCPreviously
- 2007 – 2010IC Advisory Services, Inc.Previously
Contact Eric
(239) 288-1575Firm headquarters in Cape Coral, FL. Ask for Eric. 6210 Scott St Unit 215Punta Gorda, FL 33950Office · Get directions Facebook pageRetirement Wealth Advisors
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Retirement Wealth Advisors at (239) 288-1575 and ask for Eric Kearney. Eric works from the Punta Gorda, FL office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2007, about 20 years. More experience than 61% of advisors in Florida.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Retirement Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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