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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 2,497 near 33426

Out of 400,000+ nationwide

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Alonso R

CFP®

Boca Raton, FL

Advise Financial

With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.

General retirement planning Retirement income strategy Wealth management General tax planning Gen X (Born 1965-1980)
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Alissa M

CFP®, JD

Boca Raton, FL

Amplify My Wealth

Alissa Krasner Maizes, CERTIFIED FINANCIAL PLANNER®, is the Founder of Amplify My Wealth, a licensed attorney, fee-only fiduciary financial advisor, and winner of the 14th Annual Plutus Awards for Best Financial Advisor Financial Literacy Content Creator, providing financial advice to the clients of her firm, Amplify My Wealth, and pro bono advice to clients of the nonprofit Savvy Ladies. Alissa tailors her advice and plans to women [and their families] with a six-figure household income, net worth, or both, as well as to young adults embarking on their financial journey. As a fiduciary, Alissa places your needs at the forefront, equipping you with the knowledge and guidance to overcome wealth-building barriers and achieve financial confidence so you can live the life you desire. Empowering yourself with a trusted partner, advice, plan, and guidance for implementing your plan will ensure you achieve the life you want sooner than you imagine.

Single Women Young Professionals HENRY (High Earners, Not Rich Yet)
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Andrew T

CFP®, RICP®, EA

Wellington, FL

Trammell Wealth

Have you ever woken up in the middle of the night, worried about your financial future? You’re not alone—and I’ve dedicated my career to helping people find peace of mind when it comes to money. I hold a Master’s Degree in Personal Financial Planning from Kansas State University (go Wildcats!) and am proud to be a CERTIFIED FINANCIAL PLANNER™ (CFP®), Enrolled Agent (EA), and Retirement Income Certified Professional® (RICP®). For the past seven years, I’ve worked behind the scenes crafting detailed financial plans for advisors across the country—helping clients invest wisely, retire confidently, and make smart decisions about Social Security, among other complex financial topics. Now, I’m bringing that experience directly to individuals and families. My mission is simple: to provide clear, actionable financial guidance that helps you sleep better at night and live better during the day. I live in the Village of Wellington, Florida—if you're into polo, you’ve probably heard of it! My amazing wife, Fabiola, is a Registered Nurse and was recently accepted into the Nurse Practitioner program at FAU. We have two incredible kids: Alexander (11), who’s all about tech and space, and Leah (9), who’s passionate about soccer and gymnastics. Whether you're planning for retirement, navigating a career change, or just trying to make sense of your financial future, I'm here to help.

General tax planning Social Security optimization Government Employee
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Katherine C

CFP®, ChFC®, Series 66

Palm Springs, FL

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Shannon K

Series 66

Lake Worth, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning
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Daniel M

Series 63, Series 65

West Palm Beach, FL

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management
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Scott D

Series 66

Boynton Beach, FL

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance
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Wyn Y

Series 66

Boynton Beach, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Daniel M

Series 66

Wellington, FL

Edward Jones

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Dean M

Series 66

Palm Beach, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management General estate planning guidance Founder/Business Owner Doctor or Medical Professional
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