Eric Bokesch, AIF®, CRPS®

About Eric

Eric Bokesch is a Retirement Plan Agent at Saxon Financial Services, Inc.

Eric has been in the financial services business since graduating from Ohio State University with a BS in Financial Management in 1999. He has specialized in employer-sponsored retirement planning since 2003.


Eric specializes in the design, implementation, and ongoing management of all types of qualified and non-qualified retirement plans in the public, private and nonprofit sectors. His plan management services are designed to help plan sponsors meet their fiduciary responsibilities set forth in the Employee Retirement Income Security Act of 1974(ERISA).

Eric holds the FINRA Series 7, Series 63 and 66 securities licenses. He holds an Accredited Investment Fiduciary and Chartered Retirement Plan Specialist designation.

Check the background of this investment professional on FINRA’s BrokerCheck.