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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 49 near 12037

Out of 400,000+ nationwide

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Michael B

Series 66

Chatham, NY

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Retirement withdrawal strategies Founder/Business Owner
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Jacob G

Series 63, Series 66

East Nassau, NY

Fidelity

Jacob Guevara is the Branch Leader at Fidelity Investments' Albany Investor Center, a role he has held since 2024. He co-leads the center with a dedication to Fidelity's mission and values, focusing on financial planning and making an impact during important financial moments for clients. Jacob is committed to ensuring that every client interaction is meaningful and meets high standards of service. Jacob has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Senior Service Support Specialist, Managed Account Support Specialist, and several leadership roles within Advisory Services and Relationship Management. His experience spans client advising and team leadership, reflecting a depth of knowledge in financial services and client relationship management. Outside of his professional responsibilities, Jacob enjoys cooking and baking, fitness, and gardening.

General retirement planning Wealth management
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Orlando D

Series 66

Selkirk, NY

Fidelity

Orlando DiBacco is an Investment Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with clients to develop financial plans aimed at providing confidence in their financial futures. His professional journey at Fidelity Investments began as an Intern in 2023, followed by positions as a Financial Services Representative and Financial Representative before advancing to his current role. Throughout his tenure at Fidelity Investments, Orlando has accumulated experience in various facets of financial services, contributing to his expertise in investment consulting. His progression within the company reflects a focus on client-centered financial planning. Outside of his professional responsibilities, Orlando has interests in beach activities, concerts, football, golf, and tennis.

Wealth management Financial Professional
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David L

CFP®, Series 63, Series 65

Glen Allen, VA

Advisor Financial Services, Inc.

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Eric K

CFA®, Series 63

Great Barrington, MA

Rockingstone Advisors

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Kathleen P

Series 63

Stuyvesant, NY

SAGE 360 Advisors LLC

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Douglas P

Series 63, Series 65

Fort Pierce, FL

Amidon & Petersen Financials, LLC

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John B

ChFC®, Series 65

Great Barrington, MA

American Investment Services Inc

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Luke D

CFP®, ChFC®, Series 65

Stockbridge, MA

Tableaux Wealth

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David S

CFA®, Series 63

Great Barrington, MA

American Investment Services Inc

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