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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 1,083 near 27517

Out of 400,000+ nationwide

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Tim I

CFP®

Durham, NC

Iseler Financial

Tim founded Iseler Financial to help creative professionals build stability & security in their financial lives. The firm offers hourly engagements, one-time plans, ongoing financial planning, and investment management. Tim lives in Durham NC with his family and wonder dog, Yoshi. Prior to starting Iseler Financial, he spent 18 years in the music industry as a recording & touring audio engineer. And, even further back in time, Tim grew up on a family farm before graduating with honors with a degree in mathematics.

Artists or Creative Entertainment Industry Self-Employed Gen Y/Millennials (Born 1980-1995)
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Brittany B

CFP®

Chapel Hill, NC

Hilltop Wealth Advisors, LLC

Brittany is a financial advisor at Hilltop Wealth Advisors, a fee-only financial planning firm located in Chapel Hill, NC. Brittany has been with the Hilltop team since 2014, when she started as a financial planning intern while earning her BA in Mathematics at UNC-Chapel Hill. She quickly discovered financial planning to be a perfect combination of problem solving and relationship building, which made it her ideal career path. She is a CERTIFIED FINANCIAL PLANNER™(CFP®) professional and Certified Student Loan Professional (CSLP®), and is passionate about working with Gen X & Gen Y clients. Brittany lives in Raleigh with her husband and dog. When she’s not working, she loves cheering on the Carolina Hurricanes, exploring the local food scene, and traveling to the mountains.

Wealth management Doctor or Medical Professional Gen Y/Millennials (Born 1980-1995) Parents Young Families
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Karena B

Series 63

Cary, NC

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Kevin O

CFP®, Series 66

Apex, NC

Edward Jones

College savings (529s, UTMA, etc.) Startup equity planning Retirement income strategy ESG / Sustainable investing Wealth management Founder/Business Owner
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Jaime M

CFP®, Series 66

Cary, NC

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management
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Matthew G

CFP®, Series 66

Cary, NC

Edward Jones

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Shari B

Series 66

Pittsboro, NC

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Scott S

CFP®, Series 63, Series 66

Cary, NC

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management
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Adair S

Series 66

Cary, NC

Edward Jones

Divorce financial planning General estate planning guidance Military & Veterans Professional Athlete
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Misty B

ChFC®, Series 66

Cary, NC

Edward Jones

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