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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 17003

Out of 400,000+ nationwide

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Robert P

CFP®

Palmyra, PA

Wealth Quest, Ltd.

General retirement planning
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Ryan K

CFP®

Lititz, PA

Aries Financial Navigators, Inc.

Hi, I’m Ryan Kelly, founder & CEO of Aries Financial Navigators. I am a fee-only financial planner, investment manager, & tax professional based in Lititz, PA. After earning a Bachelor of Science degree in Economics from the Pennsylvania State University, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional, the received the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, & the Accredited Investment Fiduciary® mark from the Center for Fiduciary Studies. I began my career in financial services in 2007, becoming a Registered Representative before transitioning to an independent multi-family office RIA in the Philadelphia area, where I focused on portfolio management & comprehensive financial planning for high-net-worth individuals & families. After specializing in planning areas including Social Security, Medicare, & in-depth tax planning & preparation, I moved back to my hometown of Lititz, PA to work with a local fee-only RIA focusing on retirees. In 2019, I started Aries Financial Navigators to bring my vision of the ideal client experience and service model to life. Serving as a consultant to my former colleagues, I am part of a collaborative team with decades of experience while maintaining flexibility & independence. Our mission is to partner with clients & deliver incredible value by providing the highest quality services & meaningful results.

General retirement planning Engineering Professional Baby Boomers (Born 1946-1964)
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Stephen W

Series 63, Series 65

Hummelstown, PA

Wingert Investment Management, LLC

Active portfolio management Options & derivatives strategies
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Erik S

Series 65

Etters, PA

BrightPath Financial Advisors, LLC

General retirement planning Income planning General tax planning Options & derivatives strategies
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Thomas P

Series 66

Lebanon, PA

GT Wealth LLC

Retirement income strategy Roth conversion strategy Income planning General estate planning guidance Passive / index investing Approaching retirement
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David N

ChFC®, Series 63

Lititz, PA

Key Wealth Partners, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Retired
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Ian C

Series 65

Lititz, PA

Intelligent Fanatics Capital Management, LLC

Private / alternative investments Concentrated stock management Active portfolio management Founder/Business Owner
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William P

Series 66

Hummelstown, PA

Peeples Wealth Management LLC

Active portfolio management Real estate investing Concentrated stock management
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Craig S

Series 63, Series 65

Lititz, PA

CES Investment Strategies

Options & derivatives strategies Active portfolio management General tax planning Founder/Business Owner
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David H

CFP®

Hershey, PA

First Light Wealth

The driving force behind my work as a financial planner is empowering clients to build a meaningful financial plan, one that aligns with their core values and purpose. My Journey: After receiving entry-level training from a large brokerage firm back in 2012, I ultimately decided that an independent firm was more in alignment with my values as a planner. After dedicating nine years to a mid-sized firm in central Pennsylvania, I leveraged my invaluable experience and expertise to embark on a new journey by founding my own firm, First Light Wealth, LLC in 2023. Professional Growth: Throughout my career, I've embraced continuous learning and professional growth to stay at the forefront of the ever-evolving financial landscape. In 2021, I embarked upon the challenging journey of earning the CERTIFIED FINANCIAL PLANNERâ„¢ mark, a designation held by less than 30% of financial advisors. Who I Work WIth: I specialize in delivering comprehensive financial planning services tailored to the unique needs of attorneys, small business owners, and families. By understanding the distinct financial challenges and opportunities each group faces, I help them navigate their financial journey with confidence, ensuring a secure and prosperous future. Areas of Expertise: - Retirement planning - Investment management - Debt strategies - Insurance planning - Estate planning - Tax optimization Let's Connect: I'm excited to connect with professionals who share my passion for finance, whether you're an attorney, business owner, or an individual looking to secure your financial future.

Business exit / sale strategy Business succession planning Business Financial Management Attorney Founder/Business Owner Gen X (Born 1965-1980)
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