What We Do
A Partner On Your
Life Journey.
Our mission is to empower our clients to achieve financial success by providing personalized, transparent, and comprehensive financial planning services. We are dedicated to understanding and addressing the unique needs, goals, and aspirations of each client with integrity, experience, and unwavering commitment. Through proactive communication, education, and strategic guidance, we aim to build long-lasting relationships based on trust and mutual respect. At PlanningWealth WNY, our priority is always serving the best interests of our clients, guiding them towards a brighter financial future and empowering them to live life on their own terms.
About Us
A Team That
Understands You
PlanningWealth strives to truly understand our clients, helping to achieve significant differences in various aspects of life, whether personal or professional. A team that understands you not only enhances your execution but also contributes to your overall well-being and satisfaction. We create a supportive environment where you can thrive, collaborate, and achieve your individual goals.
Cierra Vasquez
Client Relations
Cierra Vasquez is in charge of Marketing and Client Relations, where she focuses on building strong client connections and supporting the firm’s outreach initiatives. A graduate of SUNY Fredonia, Cierra is currently working toward becoming a licensed financial professional. Outside of work, she enjoys spending time with friends and her dog, finding balance in life while staying connected to her community.
Emily Schneider
Office Manager
Emily is responsible for managing the office’s day-to-day operations to ensure our advisors have the resources they need to provide our clients with the best possible service. She has an extensive background in organization and appreciates any opportunity to learn. Emily enjoys spending time with her friends and family, reading, and hiking when not renovating her house or volunteering as a firefighter.
Eric Ferry CFP® CLU®
Retirement Planner
Eric Ferry is the founder and owner of PlanningWealth WNY, where he specializes in retirement planning and is widely known as the team’s go-to problem solver. With 20 years of experience in the financial services industry, Eric brings deep expertise and a practical, client-focused approach to his work.
A lifelong resident of Chautauqua County, Eric lives in Fredonia with his wife, Robin, and their daughters, Cora and Claire. He earned his Certified Financial Planner™ designation in 2015, followed by the Chartered Life Underwriter® designation in 2018, further strengthening his ability to guide clients through complex financial decisions.
Matthew Newman
Financial Advisor
Matthew grew up in Chautauqua County, where he attended Forestville High School before earning his bachelor’s degree in finance from SUNY Fredonia. He focuses on comprehensive financial planning and asset management, helping clients navigate a wide range of financial decisions.
Matt holds his New York State life and health insurance license, along with his Series 7 and Series 66 securities licenses, enabling him to provide a broad spectrum of financial services.