Wendy Eldridge, MBA®, CPFA™

Wendy Eldridge, MBA®, CPFA™
Retirement Plan Advisor
Cleveland, OH

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Wendy Eldridge joined Carnegie Investment Counsel in 2024 as a Retirement Plan Advisor. In this role, she tailors her clients' retirement plans to meet their individual needs. Wendy has nearly 25 years of experience in the retirement plan industry. Prior to her time at Carnegie Investment Counsel, she held the position of Managing Director and partner at a wealth management firm, where she oversaw the firm's retirement plan practice.

Wendy is a member of the National Association of Plan Advisors (NAPA) and serves on the 2025 NAPA 401(k) Summit steering committee. Additionally, she is a member of the Women in Pension Network (WIPN). Wendy holds a Bachelor of Science in Business Administration from Bowling Green State University and a Master of Business Administration from Kent State University.
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Outside of her professional life, Wendy is an active volunteer for Saint Ignatius High School in Cleveland, Ohio. She has been involved in the Loyola Society Board and has served as its President. Wendy also sits on the board of the West 30th St. Huddle. She currently resides in Avon, Ohio, and is the proud mother of three children. In her free time, she enjoys playing sports and attending sporting events, particularly Colgate football games to support her son, who is currently a member of the team.

Blogs written by Wendy Eldridge

About the CPFA™ Designation

CPFA® (Certified Plan Fiduciary Advisor) is a professional credential for financial advisors who specialize in serving retirement plan sponsors. The designation demonstrates knowledge of fiduciary responsibilities, retirement plan governance, investment oversight, and plan management under ERISA.
Professionals who earn the CPFA® designation have demonstrated expertise in areas such as:

• Fiduciary best practices and responsibilities
• ERISA compliance and governance
• Retirement plan investment selection and monitoring
• Plan design and administration
• Participant outcomes and retirement readiness
• Committee governance and documentation

The CPFA® designation is administered by the National Association of Plan Advisors (NAPA) and is designed specifically for advisors who work with employer-sponsored retirement plans such as 401(k), 403(b), and defined benefit plans.