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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 717 near 29642

Out of 400,000+ nationwide

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Brittany W

CFP®, AAMS®

Greenville, SC

Wolff Financial

Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning. Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.

Women Professionals Married/Couples/Partners Dual Income Family Gen Y/Millennials (Born 1980-1995)
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Daniel M

CFP®

Greenville, SC

Fiduciary Organization, LLC

Daniel is a passionate entrepreneur and financial expert who founded Woodmark Advisors and Fiduciary Organization (FIDO) with a mission to provide transparent, client-focused financial advice. With a commitment to the fee-only fiduciary model, Daniel created these firms to ensure clients receive advice free from conflicts of interest, rooted in their best interests. Woodmark Advisors was the first step in Daniel's journey, driven by a vision to redefine financial planning and investment management. Over time, the need to expand this vision led to the creation of Fiduciary Organization (FIDO), a Registered Investment Advisor (RIA) dedicated to fostering trust, education, and empowerment in the financial industry. Through these ventures, Daniel combines deep industry expertise with a strong belief in the power of unbiased advice, helping clients achieve their financial goals with clarity and confidence

ESG / Sustainable investing Founder/Business Owner Christian Faith Based Hispanic/Latino/Latinx Gen Y/Millennials (Born 1980-1995)
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Robert A

Series 63, Series 66

Greenville, SC

Edward Jones

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

Series 66

Piedmont, SC

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Religious/faith focused
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Brian G

CFP®, Series 66

Greenville, SC

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Planning for children with special needs Founder/Business Owner
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Eric B

Series 66

Piedmont, SC

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer
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Marcus L

CFP®, Series 63, Series 66

Greenville, SC

Edward Jones

Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Military & Veterans Doctor or Medical Professional Religious/faith focused Values-based investing
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David M

CFP®, Series 63, Series 66

Easley, SC

Edward Jones

Business ownership considerations Business succession planning Business Financial Management General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Corey P

ChFC®, Series 66

Greenville, SC

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Wealth management
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Sarah F

Series 66

Clemson, SC

Edward Jones

Multi-generational wealth transfer General estate planning guidance Retirement income strategy General retirement planning Wealth management
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