An investment in knowledge pays the best interest.” – Benjamin Franklin.
This quote reflects the foundation of Ernest Escobar’s approach to financial advising. With nearly a decade of experience in banking and financial services, Ernest helps individuals and families bring clarity and confidence to their financial lives through thoughtful, personalized planning.
He specializes in retirement planning, investment advising, legacy planning, and tax-efficient savings strategies. Ernest holds a Bachelor’s degree in Business Management and Economics and an Associate’s degree in Computer Science, combining practical insight with analytical depth.
Born and raised in New York’s Hudson Valley, Ernest continues to call the region home. He also spent much of his childhood visiting family in northern New Jersey, giving him a deep-rooted appreciation for the values and communities across both areas—something that continues to inform his work and relationships today.
Ernest is committed to a “student for life” mentality, continuously expanding his knowledge so he can offer clients the most current and relevant financial solutions. In an age of information overload, he helps clients cut through the noise and focus on what truly matters for their unique financial journey.
He believes financial security provides the freedom to focus on life’s most important priorities—family, health, and peace of mind. Ernest takes the time to understand each client’s background, concerns, and goals to develop strategies that align their long-term vision with intentional, everyday decisions.
Outside of work, Ernest enjoys staying active, reading, and playing guitar. He lives with his wife and their two dogs, and they enjoy trying new restaurants and staying involved in their local community.