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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 104 near 15012

Out of 400,000+ nationwide

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Chad N

CFP®, Series 66

Charleroi, PA

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer
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Michael K

Series 66

California, PA

Edward Jones
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Jennifer H

Series 65, Series 66

Venetia, PA

Merrill

Jennifer Haggerty is a Private Wealth Advisor with Merrill Lynch Wealth Management and a founding member of the Duckworth Haggerty Group, a team established in 2008 that includes 17 professionals. She specializes in family wealth management strategies, legacy planning, and tax minimization to assist families in navigating the complexities of wealth. With nearly 30 years of experience, Jennifer’s background includes nine years providing financial and tax advisory services at Ernst & Young, as well as four years working in the private trust department of a large commercial bank. She holds a Doctorate from The Dickinson School of Law at Pennsylvania State University and a Bachelor's Degree in Economics from Indiana University of Pennsylvania. Jennifer also holds the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. Jennifer is active with the Women's Leadership Council of the United Way of Southwestern Pennsylvania. A native of Pittsburgh, she resides in the South Hills with her husband, Joseph Kunze, who is also a Private Wealth Advisor at Merrill. Together they have five adult children. Her personal interests include hiking, reading, spending time with family, and traveling.

Tax-loss harvesting Business exit / sale strategy Business succession planning General estate planning guidance Charitable giving & philanthropy Women Professionals
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Guy D

Series 63, Series 65

Venetia, PA

Deemer Wealth Management LLC
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Ryan G

CFP®, Series 63, Series 66

South Park, PA

ETCH Financial
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Gary B

CFP®

Monessen, PA

Boatman Wealth Management, LLC
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Karen I

Series 65

Mcmurray, PA

ILG Private Wealth, Inc.
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John I

Series 63

Mcmurray, PA

ILG Private Wealth, Inc.
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Nicholas D

Series 63, Series 65

Eighty Four, PA

Trendscast Financial LLC
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Neil M

Series 65

Eighty Four, PA

Trendscast Financial LLC
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