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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 31 near 19956

Out of 400,000+ nationwide

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John R

Series 66

Seaford, DE

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Melinda T

Series 63, Series 66

Laurel, DE

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Lance R

ChFC®, Series 66

Millsboro, DE

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General estate planning guidance Newlywed/Engaged
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Kevin T

ChFC®, Series 66

Millsboro, DE

Edward Jones

Retirement income strategy General retirement planning
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Kelly E

Series 66

Salisbury, MD

Edward Jones

General estate planning guidance Charitable giving & philanthropy Multi-generational wealth transfer Passive / index investing ESG / Sustainable investing
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Alison T

ChFC®, Series 66

Laurel, DE

Edward Jones

College savings (529s, UTMA, etc.) Startup equity planning Business ownership considerations Founder/Business Owner
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Lauren F

Series 66

Georgetown, DE

Merrill

Lauren Fritz Mariner is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management, based in the Rehoboth Beach, Delaware office. She also serves as a Senior Portfolio Advisor and holds the Retirement Benefits Consultant designation. Lauren provides fiduciary advisory services to defined contribution plans and assists clients in developing long-term financial strategies that address retirement, educational needs, liabilities management, and insurance. With over twenty-four years of experience in the financial services industry, Lauren is a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She holds a Bachelor's degree in Communications from Salisbury State University. Lauren’s practice emphasizes education, open communication, and a disciplined approach to financial planning, including comprehensive analysis before investment recommendations. She focuses on personal attention tailored to clients' needs and schedules, supported by technology and ongoing research. Lauren is active in the Greater Georgetown Chamber of Commerce, Autism Delaware, Sussex Academy of Arts and Sciences, and Wesley United Methodist Church. She has been involved with the Miss America Scholarship Program as a local titleholder, director, certified judge, coach, and host family for Delaware’s Distinguished Young Women program. Born in Iowa, Lauren balances her professional career with community involvement and maintains two principal business rules: the Golden Rule and the Sundown Rule, ensuring prompt communication with clients.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning ESG / Sustainable investing Women's Finance Women Professionals LGBTQIA
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Roger M

Series 66

Delmar, DE

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management
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Jonathan H

Series 66

Millsboro, DE

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Government Employee
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Rachel K

Series 66

Georgetown, DE

Mccann Wealth Strategies,Inc.

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