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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 275 near 12601

Out of 400,000+ nationwide

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John L

CFP®, Series 66

Hopewell Junction, NY

Edward Jones

Divorce financial planning Retirement income strategy General estate planning guidance Wealth management
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Chelsea H

Series 63, Series 66

Poughkeepsie, NY

Edward Jones

Wealth management Business ownership considerations Founder/Business Owner
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Patrick S

Series 66

Hyde Park, NY

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Retirement withdrawal strategies Business ownership considerations General estate planning guidance Founder/Business Owner
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Austin S

Series 66

Fishkill, NY

Edward Jones

Business ownership considerations Wealth management General retirement planning Founder/Business Owner
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Jeremy A

Series 66

Lagrangeville, NY

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner
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Kimberly B

Series 63

Millbrook, NY

Edward Jones

Retirement income strategy General estate planning guidance Divorce financial planning Wealth management
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George D

Series 63, Series 65

Poughkeepsie, NY

Merrill

George Decker is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 45 years of experience in the industry, he provides personalized wealth management strategies to help clients pursue their long-term financial goals. George is committed to creating flexible financial plans tailored to the evolving market conditions, leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America. George holds a Bachelor’s Degree in Business Administration from Marist College in Poughkeepsie, New York, and carries the Personal Investment Advisor (PIA) designation. He is actively involved in his community, serving on the Board of Directors for Angels of Light and having previously served on the boards of Lucky Orphans Horse Rescue, Hope on a Mission, and New Horizons Resources. George lives in Millbrook, New York with his wife Lori and is a father of six children and grandfather to ten grandchildren.

Wealth management
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Marc C

Series 63, Series 65

Poughkeepsie, NY

Merrill

Marc P. Cassalina, CFP®, is a Senior Vice President and Wealth Management Advisor based in the Poughkeepsie, NY office of Merrill Lynch Wealth Management. With over 35 years of experience at Merrill, including a decade as Senior Resident Director of the Poughkeepsie office, he specializes in family wealth management, personal retirement planning, and retirement income strategies. Marc develops financial plans focused on retirement assets, asset management, tax minimization, charitable giving, and estate planning to help clients pursue their goals while building and preserving wealth for current and future generations. Marc earned his Bachelor of Science degree and completed the educational component of the CFP® certification at Marist College in Poughkeepsie, NY. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is recognized as a Personal Investment Advisor (PIA). Outside of his professional role, Marc and his wife Margarete are committed to supporting the Cystic Fibrosis Foundation, where Marc serves on national committees and was honored with the Breath of Life Award in 2022. Their personal connection to cystic fibrosis includes their son Eric, who works alongside Marc, and their late daughter Jena. Marc and Margarete also support the Culinary Institute of America and the African Mission Health Organization, participating in donor trips to Africa. They reside in Milton, NY, and enjoy travel, golf, and their role as grandparents.

Wealth management General retirement planning Retirement income strategy Charitable giving & philanthropy General estate planning guidance
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Lisa P

Series 63, Series 66

Poughkeepsie, NY

Merrill

Lisa Preudhomme is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, she works closely with clients to understand their personal priorities and develop tailored financial strategies. Her approach emphasizes simplicity and transparency in managing investments and wealth planning. With expertise spanning general investing, retirement planning, and saving for unexpected events, Lisa focuses on helping clients pursue their individual financial goals. She holds the Professional Investment Advisor (PIA) designation and earned a bachelor's degree from the State University of New York system.

General retirement planning General estate planning guidance College savings (529s, UTMA, etc.) Wealth management
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Mark B

Series 66

Poughkeepsie, NY

Merrill

Mark Burlingame is a Senior Resident Director at Merrill Lynch Wealth Management, based in the Poughkeepsie office, where he has spent his entire career since beginning in 1998. He holds the Chartered Retirement Planning Counselor™ designation, the CERTIFIED FINANCIAL PLANNER® certification, and other professional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark graduated from Hamilton College with a Bachelor of Arts in Economics. His expertise encompasses a broad range of financial planning services such as college education planning, employee benefits planning, family wealth management, philanthropic and retirement income planning. He also serves on the board of directors for Rebuilding Together Dutchess County, demonstrating his involvement in community initiatives. Mark resides in Poughkeepsie with his wife, Sara, a local school teacher, and their two sons.

College savings (529s, UTMA, etc.) Retirement income strategy Charitable giving & philanthropy
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