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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 2,932 near 01770

Out of 400,000+ nationwide

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Sylvie S

CFP®

Somerville, MA

The Financial Grove LLC

After a winding path of studying dance, working in theater, and various corporate jobs, Sylvie followed a passion for finance and realized she could offer something unique to support fellow creatives: financial planning and expertise, tailored to the unique lifestyles and demands of a career in the arts. She founded The Financial Grove to help remove the burden of financial worry for creatives in the arts. Through this work, she hopes to enable a newfound freedom of choice in projects, without having to decide based on a feeling of scarcity, or a fear of the unknown. Sylvie believes in the power and utmost significance of storytelling, and has witnessed how ingrained financial trauma, coupled with gaps in literacy, can prevent creatives from making decisions motivated by expression and passion. Her mission is to support storytellers to express their voice authentically. She currently lives in Cambridge, MA with her family, but frequently finds herself back in her hometown of New York City (and often forgets she doesn't still live there).

Artists or Creative Self-Employed Entertainment Industry
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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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Ian R

CFP®, CFA®

Medfield, MA

Slate Peak Financial Services, LLC

My Philosophy on Money While there is plenty of academic research that suggests money doesn’t make you happy once your basic needs are met, I do think it has a lot of potential to make you unhappy no matter how much you have. I, therefore, seek first and foremost to use money as a tool for achieving equanimity and peace of mind for my clients. My goal is not to help you maximize your net worth or income but instead to help you think through your values and act accordingly. Money, when handled correctly, can be an incredible tool for reducing stress, achieving a feeling of security for you and your family and giving you the freedom to pursue your dreams. My hope is that I can be a coach and guide to help you along that path. My Qualifications Other than your health, your money is perhaps the most personal and impactful area of your life. Just like with your doctor, trust is crucial. So why should you trust me to know what I’m doing? Here are a few of the things that I’ve done that have prepared me to handle your money with care and expertise. - I have nearly two decades of experience in financial services at multiple well-known firms, including Fidelity Investments, Charles Schwab and Goldman Sachs. - I have earned the well-regarded Chartered Financial Analyst (CFA) designation. If you’re unfamiliar with the CFA you can read more about it on the CFA Institute website, but the following is a brief excerpt: “The CFA designation is one of the most respected and recognized investment management designations in the world. To earn the charter, candidates must pass all three levels of the exam, which is considered to be the most rigorous exam in the investment profession … Less than one in five candidates who begin the program end up finishing … Candidates study approximately 1,000 hours on average to master 8,500 pages of curriculum. The CFA Program curriculum includes ethical and professional standards; financial reporting and analysis; corporate finance; economics; quantitative methods; equity; fixed income; alternative investments; derivatives; portfolio management; and wealth planning.” - I have an MBA in Finance from the Wharton School at the University of Pennsylvania, ranked by Forbes Magazine as the #1 MBA program in the country and by US News and Bloomberg BusinessWeek as among the top 3. On a personal note I live with my wife and two young children in Boston, Massachusetts where I enjoy spending as much time as possible outside with my family and appreciating everything the city has to offer. I’ve run nearly a dozen marathons, including a personal best of just under 2 hours 55 minutes at the 2017 Boston Marathon. In my spare time I love to learn about anything and everything and am an avid reader of books of all types.

Doctor or Medical Professional Established Professionals Gen X (Born 1965-1980)
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Misty L

CFP®

Walpole, MA

Sound View Financial Advisors

Misty Lynch, CFP® is the Owner and CEO of Sound View Financial Advisors, LLC. She is passionate in her commitment to help her clients handle their finances and lives with confidence. A fee-only fiduciary and independent financial advisor, Misty does not receive commission and is legally required by her certifications to provide unbiased and reputable financial advice. Misty hosts the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of DEMYSTIFYING MONEY and a personal finance expert and resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report called her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice." When she isn't working you can find her reading mysteries, skiing the East Coast or coaching her kids basketball and field hockey teams. Misty lives with her husband and children in Walpole, MA.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Dual Income Family Women Business Owners Gen X (Born 1965-1980)
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Chris C

CFP®

Newton, MA

Insight Financial Strategists

Chris is a fiduciary wealth strategist who helps individuals and families plan challenging life transitions such as retirement, divorce, and expatriation. A strong life and financial plan makes other wealth decisions much more straightforward. As a CFP® professional, Chris will work with your legal and tax advisers to build you cost-effective and tax-efficient strategies to help you achieve your long-term financial goals. Chris’ career in financial services followed a rewarding career in strategic business management, during which he lived, worked, and grew successful businesses in the US, Asia-Pacific, and Europe. He earned a bachelor’s degree in Economics and an MBA in Finance. He completed the Financial Planning program at Boston University. He is also a CFP® practitioner, a Certified Divorce Financial Analyst™ (CDFA), a Registered Life Planner (RLP), and Certified in Blockchain and Digital Asset (CBDA). He trained as a financial neutral at the Massachusetts Collaborative Law Council. He is also a trained Mediator in accordance with M.G.L. ch.233 § 23C. Chris has been widely quoted in the Boston Globe, New York Times, Forbes, CNBC, Wall Street Journal, Marketwatch, Investment News, and Bloomberg. He has also been published in the Boston Globe, Kiplinger, and Investopedia. Chris was the Treasurer of the Association of Divorce Financial Planners. He was the founding Director of the Greater Boston Chapter of the Association of Divorce Financial Planners. He is a member of the National Association of Personal Financial Planners, and the Massachusetts Council on Family Mediation. He is also on the board of the Massachusetts Council on Family Mediation, where he chairs the Investment Committee. Chris earned the Baccalaureat in France, and he speaks French fluently.

General retirement planning Divorced Women Single Women Gen X (Born 1965-1980)
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Chris S

CFP®, CFA®

Dedham, MA

Impact Advisors Group

Chris grew up working alongside his father, uncles, and cousins in their family-owned manufacturing business in Michigan. This familial proximity provided Chris with a unique perspective on hard work and sacrifice, while exposing him to the challenges and opportunities that often occur with closely-held family-owned businesses. A self-professed financial theory geek, Chris has a strange need to prove out financial models for himself in an Excel spreadsheet before accepting them as gospel. This passion for knowledge started with an economics degree from Vassar College, followed by a Master’s in Economics from Cambridge University in England. Chris then went on to serve as an adjunct professor at the Brandeis Graduate School of International Economics and Finance. Chris spent much of his professional career leveraging his knowledge, experience, and insight for the betterment of large institutions. He authored several chapters in “The Handbook of Fixed Income Securities,” including one that was selected for the Chartered Financial Analyst Level III curriculum. Professionally, he has served as an institutional portfolio manager with Fidelity as well as a portfolio advisor with Wellington Management, Putnam Investments, and Zurich Scudder Investments. With Chris, our clients are receiving world class portfolio management, critical thinking, and problem-solving strategies. Through his decades of institutional investment experience, Chris has gained valuable insight that he is now bringing to his individual clients at Impact Advisors Group. In his personal life, Chris is an avid pilot. He frequently flies for Above the Clouds, a nonprofit organization that provides flight experiences for underprivileged or sick children, and for Pilot AirLift Services, a nonprofit that provides non-emergency medical transportation. When he is not airborne, his feet are firmly planted in his wine cellar collecting single malt scotch and fine wine.

Business ownership considerations Family Business Airline Pilot 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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Matthew B

CFP®, Series 66

Newton, MA

Edward Jones

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management
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Craig G

CFP®, ChFC®, Series 66

Needham, MA

Edward Jones

Charitable giving & philanthropy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy
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Richard P

Series 66

Nashua, NH

Edward Jones

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