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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)

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Out of 400,000+ nationwide

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Rebecca N

CFP®, ChFC®

Boiling Springs, PA

Healthy Wealth

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retired
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Huyen N

CFP®, Series 65

Mechanicsburg, PA

Inclusive Wealth Financial Planning LLC

General retirement planning Income planning Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals Approaching retirement
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Michael U

Series 66

Enola, PA

WealthU Advisors LLC

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Wade H

Series 63, Series 65

Mechanicsburg, PA

Avantra Family Wealth, Inc.

Divorce financial planning
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Lindsey C

Series 66

Carlisle, PA

Providers & Families Wealth Management

Retirement income strategy Social Security optimization Income planning Tax-loss harvesting Wealth management
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Stacy H

CFP®, Series 66

Camp Hill, PA

Asset Strategy Retirement Plan Consultants, LLC

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Founder/Business Owner
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Keaton M

Series 65

Camp Hill, PA

Asset Strategy Retirement Plan Consultants, LLC

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Founder/Business Owner
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Steven T

Series 66

Mechanicsburg, PA

Avantra Family Wealth, Inc.

Divorce financial planning
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Colin Z

CFP®

Mechanicsburg, PA

Zizzi Investments

Colin is the founder of Zizzi Investments. Investing and athletics have always been two of Colin’s biggest passions. He began playing soccer at age five and was introduced to the stock market in middle school through a mock stock-picking competition. Colin studied finance and accounting at American University, where he played on the NCAA Division 1 soccer team. After college, he moved to Spain for 16 months to pursue his dream of playing professional soccer. He returned home to play professional soccer in Central PA for the next three years. While still playing soccer, he joined a local advisory firm in Harrisburg, where he spent the next 10 years. During this time, Colin earned his CFP®, AIF®, and CEPA® designations, while helping to oversee both qualified retirement plan assets and individual wealth management relationships. Colin resides in Mechanicsburg, PA with his wife Molly, his sons Carter, Julian, and Leo, and his dog Sage. He’s a member of the West Shore Free Church in Mechanicsburg. He continues to stay involved in soccer through coaching and volunteering with the JT Dorsey Foundation, a local non-profit dedicated to positively impacting youth through the sport of soccer. Colin’s other hobbies include golfing, travel, playing guitar, reading, and working out.

Business ownership considerations Business exit / sale strategy Family Business Professional Athlete Young Families
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Scot W

CFP®, Series 63, Series 65

Carlisle, PA

Providers & Families Wealth Management

Retirement income strategy Social Security optimization Income planning Tax-loss harvesting Wealth management
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