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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)

Advisors near 12572

Out of 400,000+ nationwide

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Brian S

CFP®, Series 63, Series 66

Clinton Corners, NY

Hudson Delaware Planning LLC

Cash flow / budgeting Debt management Retirement income strategy
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Mark S

Series 63, Series 65

Stone Ridge, NY

Stone Ridge Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Michael R

CFP®

Red Hook, NY

Shelterbelt Advisors

Shelterbelt Advisors serves the sustainable food and farm community with personalized advice, planning and education. We are committed to the stewards of the earth – the farmers, food entrepreneurs, and the good folks who support that work – because we share in their vision of abundance, diversity, and regeneration. Who Are You? You are stewarding creation on your land and in your work. You are nourishing your community and feeding your family. You are spreading the seeds of your wealth. Who Are We? A financial planning and tax firm that can help you build real wealth from agriculture and food systems work, make smart money choices that support your values, and transform your wealth into a force for good. What Is real financial planning? It is.. Personal: Made just for you and your journey. Interpersonal: Open and honest for those you show up for. Community: Invites, includes and invests in people. System: Rooted and returned in multiple forms. Michael Grady Robertson is a Certified Financial Planner® Certificant and tax professional. He has been a farmer for twenty years. He lives in the Hudson Valley of New York on a fiber-focused sheep farm. His most recent vacation was to delightfully charming All Things Oz Museum in Chittenango, New York.

Business ownership considerations Tax strategies for small businesses Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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John D

Series 63, Series 65

Staatsburg, NY

Bantam Inc.

College savings (529s, UTMA, etc.) Professional Athlete Executive HENRY (High Earners, Not Rich Yet)
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Alan L

Series 66

Germantown, NY

Ryefield Capital, LLC

Options & derivatives strategies Active portfolio management
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Edvard J

Series 65

Millbrook, NY

Seahorse Financial Advisers Inc.

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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Daniel D

CFP®, Series 66

Rhinebeck, NY

DDO Advisory Services, LLC

Cash flow / budgeting Life insurance needs analysis Disability insurance Long-term care insurance General retirement planning Founder/Business Owner Retired Mid-Career Professionals Approaching retirement
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Cathleen T

CFP®

Rhinebeck, NY

Moonbridge Financial Design, LLC

I work with women who feel unseen by traditional financial service providers, and are tired of being talked at instead of spoken to. This includes women breadwinners, who want to be sure they're doing all they can with their money to secure the future; and women who feel like they should be able to create a financial plan but aren't sure where to start. Outside of financial planning, I serve on the board of a non-profit affordable housing network in the metro New York area, am active in my local Rotary Club, and am slowly learning how to build a garden that is friendly to pollinators and unappealing to rabbits. My journey has included life and work in India, Vietnam and other places, an MBA from Cornell University, several years on a trading floor right out of college and stops along the way that contribute to the life experience that I bring to each of you.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Women Professionals Single Women Women's Finance Gen X (Born 1965-1980)
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Peter B

Series 65

New Paltz, NY

Beyond Wealth Management Group, LLC

Passive / index investing Active portfolio management Annuities College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Robert A

Series 63, Series 65

Red Hook, NY

Third Eye Associates, Ltd

Wealth management
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