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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)

3 advisors near 99344

Out of 400,000+ nationwide

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Tony A

Series 63, Series 65

Othello, WA

Strategic Financial Concepts, llc

Tony Ashton is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Century Planning, Inc., Generational Planning Strategies, LLC, Capital Financial Services, Inc., and AFG Brokerage, LLC. Outside of advisory work, he is involved with Ashton Financial, LLC, an insurance business based in Othello, WA. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs discretionary portfolio management with fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Cash flow / budgeting Options & derivatives strategies
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Shawn L

Series 63, Series 65

Othello, WA

GWN Securities Inc.

Shawn Logan is a financial advisor at GWN Securities Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2013. Prior to this, he owned and managed Shawn R. Logan Insurance for 37 years. Logan also serves as the mayor of Othello, Washington, and chairs the Adams County Development Council, an economic development organization. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, using a range of investment strategies including legacy market-timing and momentum-based approaches.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Stephen A

CFP®, Series 63

Othello, WA

LPL Financial

Stephen Ashton is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. His prior roles include positions at Generational Planning Strategies and Capital Financial Services, Inc. He is also involved in an insurance agency business, AFG Brokerage LLC, based in Othello, WA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory services with non-advisory products such as insurance and annuities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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