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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 187 near 03258

Out of 400,000+ nationwide

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Christy T

Series 63, Series 66

Deerfield, NH

Fidelity

Christy Tryder is a Benefits & Planning Consultant within the Executive Services division. She works closely with clients to develop comprehensive financial plans that align with their individual personal and financial goals. Christy focuses on empowering clients and supporting them through significant life transitions to build lasting financial confidence. She has been with Fidelity Investments since 2021, progressing from Customer Relationship Advocate to High Net Worth Service Associate, and then to Planning Consultant before assuming her current role. Christy graduated from the University of Colorado Boulder. Outside of work, she enjoys biking, music, photography, sailing, skiing, and spending time with her pets.

General retirement planning Retirement income strategy Income planning
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Shania P

Series 63, Series 66

Dunbarton, NH

Fidelity

Shania Perham is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has developed her career at Fidelity Investments through various roles including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship, demonstrating a progressive commitment to financial services since 2020. Her approach focuses on collaborating with individuals, families, and business owners to develop comprehensive financial plans tailored to their unique goals. She aims to empower clients to make informed investment decisions and achieve peace of mind for retirement, maintaining long-lasting relationships to support clients as their circumstances evolve. Outside of her professional work, Shania enjoys a range of personal interests including food, social events with friends, spending time at the lake, music, skiing, and traveling.

General retirement planning Wealth management
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Benjamin C

Series 66

Concord, NH

Fidelity

Benjamin Collin is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Workplace Planning Consultant at the same firm from 2022 to 2024. In his career, he focuses on partnering with clients and their families to develop comprehensive financial plans tailored to their needs and goals. Benjamin holds an Arkansas Insurance License, which supports his work in providing financial planning and advice. Outside of his professional responsibilities, he engages in family activities, fitness, golf, parenthood, and traveling.

General retirement planning Retirement income strategy Income planning Parents Young Families
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Mariah E

Series 63, Series 66

Loudon, NH

Fidelity

Mariah Elkins is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2020, progressing through various positions including Relationship Manager, Managed Account Support Specialist, High Net Worth Associate, and Customer Relationship Advocate. Her experience encompasses client relationship management and support within the financial services industry. Mariah holds insurance licenses in Arkansas and California. Outside of her professional role, Mariah has interests in golf, reading, skiing, surfing, tennis, and traveling.

General retirement planning Wealth management
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Tiffany D

Series 66

Concord, NH

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance General retirement planning Wealth management Founder/Business Owner Women Professionals
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Paul B

Series 63, Series 65

Concord, NH

Merrill

Paul Brewer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on building and maintaining relationships with clients, teammates, and community members, aiming to support clients through various financial challenges and goals. His expertise includes executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, and tax minimization. Paul and his team prioritize understanding clients' unique situations and simplifying their financial lives through a foundation of team collaboration, advice, service, and transparency. Paul holds a Bachelor's Degree from Colby College and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, he is involved in his community through organizations such as Simsbury Little League, Simsbury Youth Hockey, Simsbury Youth Soccer, and Valley Community Baptist Church.

General retirement planning Social Security optimization Medicare planning Wealth management General estate planning guidance Financial Professional
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Austin C

Series 63, Series 65

Concord, NH

Fidelity

Austin Carr is an Investment Management Consultant IV at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2015, progressing through roles including Workplace Planning Consultant and various levels of Investment Management Consultant. Austin focuses on developing trust and investment strategies tailored to individual client circumstances. He integrates financial planning insights with a commitment to transparency to assist clients in navigating market dynamics and portfolio construction, aiming to provide clear and balanced support aligned with their values. His professional experience encompasses investment management and workplace planning within Fidelity Investments. No additional information about education, credentials, personal interests, or community involvement has been provided.

Wealth management Active portfolio management ESG / Sustainable investing
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David M

Series 66

Deerfield, NH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Liquidity event planning Business exit / sale strategy Wealth management
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Brian A

Series 63, Series 66

Concord, NH

Fidelity

Brian Artus is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2000. He began his career in investments at Fidelity in 2000, progressed to a proactive role from 2001 to 2006, and has served as a Financial Consultant from 2006 to the present. In his work, Brian collaborates with clients and their families to develop financial plans tailored to their objectives and preferences. He holds insurance licenses in Arkansas and California.

Wealth management
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Joseph P

CFP®, ChFC®, Series 66

Hooksett, NH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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