Eric Jörg Neumann CFP®CLU®CASL® ChFC®RICP® in

Eric Jörg Neumann CFP®CLU®CASL® ChFC®RICP®

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Wealth Management Advisor at Northwestern Mutual
📍 Greater Chicago Area, United States

Eric Neumann is a Wealth Management Advisor with Northwestern Mutual, where he specializes in creating enduring financial plans for busy professionals and families. He is a CERTIFIED FINANCIAL PLANNER™ and was recognized by Forbes as a Top Next-Gen Wealth Advisor in 2024.

Based in the northern suburbs of Chicago, Eric is a family man with a wife and two children. His personal interests include traveling, exploring new restaurants, and spending quality time with his family. His early career included roles in sales and marketing with Hyatt Hotels.

Eric has been named one of the Best-in-State Wealth Advisors by Forbes multiple times.

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Experience
29 Years
Current Role
Wealth Management Advisor
Location
Greater Chicago Area, United States
Personality Overview

How Eric shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Eric cares about

Holistic Financial Planning
His entire practice is built around a four-step approach to help clients organize their financial lives, focusing on retirement, investment, and insurance strategies.
Market Insights
He frequently shares market analysis and economic updates from Northwestern Mutual's CIO, aiming to keep his clients informed on current trends.
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Career

Work history

12-2002
Wealth Management Advisor
Northwestern Mutual
6-2000 - 11-2002
Sales/Marketing
Hyatt Hotels Corporation
1999 - 2000
intern
Evanston Chamber of Commerce
1997 - 1999
Front Office
AccorHotels
In the press

Media appearances

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Education
WMCP
The American College of Financial Services
2015 - 2016
RICP
The American College of Financial Services
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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