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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 Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Top 30 financial advisors of 964 near 01532

Out of 400,000+ nationwide

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Glenn B

CFP®, CRPC®

Framingham, MA

PlanDynamic, LLC

I’m Glenn Brown, a Certified Financial Planner™ and Chartered Retirement Planning Counselor with 30 years in wealth management. In 2017, I founded PlanDynamic, LLC to provide fee-only fiduciary advice, investment management, and comprehensive financial planning directly to motivated individuals. I focus on financial independence—not just retirement. By aligning your plan with your values, we build a staged, evolving roadmap that opens new choices along the way. Using adaptable technology, we model scenarios, track progress, and adjust actions in real time, so you understand the impact of every decision. As a ‘Sandwicher’ raising two daughters while supporting aging parents alongside my wife Karina, I understand the challenges of balancing time, priorities, and decisions to benefit both now and in the future. My goal is simple: help you gain clarity, act with confidence, and enjoy your journey to financial independence.

Wealth management Gen X (Born 1965-1980) Parents FIRE (Financial Independence Retire Early)
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Dennis A

Series 66

Auburn, MA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Military & Veterans Founder/Business Owner
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Mark F

Series 66

Hopkinton, MA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business exit / sale strategy General retirement planning Wealth management Founder/Business Owner
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Sean H

Series 66

Sherborn, MA

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner Intergenerational Families
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Darren P

Series 63, Series 65, Series 66

Worcester, MA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning
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Hamilton S

Series 66

Worcester, MA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Multi-generational wealth transfer Executive Founder/Business Owner Intergenerational Families
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Catherine H

Series 66

Worcester, MA

Edward Jones
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Mark B

Series 63, Series 66

Worcester, MA

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Family Business General estate planning guidance
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Carol C

CFP®, Series 66

Northborough, MA

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer
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Lisa C

Series 66

Worcester, MA

Edward Jones

Divorce financial planning Retirement income strategy General estate planning guidance Women's Finance Women Professionals
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