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Easytransfer Corporation

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Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

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Zhirun G

Series 65

Jersey City, NJ

Easytransfer Corporation

Zhirun Gao is a financial advisor at Easytransfer Corporation with a Series 65 credential and approximately four years of industry-related experience, including roles at Columbia University and Ohio State University. Gao’s work history includes multiple periods at Easytransfer Corporation and experience at Angelis Wealth Group, Inc. and UpHonest Capital. Easytransfer Corporation provides discretionary portfolio management services to individuals, high-net-worth clients, and business entities, using a range of investment analyses and a combination of long-term and short-term trading strategies. The firm also operates a financial-technology business that facilitates international education payments and accepts performance-based fees for qualified clients.

Active portfolio management Private / alternative investments
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