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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 18 financial advisors of 18 near 33852

Out of 400,000+ nationwide

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Kevin W

Series 66

Lake Placid, FL

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Business ownership considerations Founder/Business Owner
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Brittany H

CFP®, Series 66

Lake Placid, FL

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Business ownership considerations Founder/Business Owner
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Heather H

CFP®, Series 66

Lake Placid, FL

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy Founder/Business Owner Divorced Intergenerational Families
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Cheryl B

Series 66

Lake Placid, FL

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner
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Paula M

Series 63, Series 66

Lake Placid, FL

Merrill

Paula McDonell is a Senior Financial Advisor at Merrill Lynch Wealth Management with over three decades of experience in the financial services industry. Since joining Merrill Lynch in 1989, she has provided personalized financial guidance to individuals, families, and businesses, assisting them in growing and preserving their wealth. Paula is a partner of the Caso, McDonell & Associates team, which has been recognized among Forbes' "Best-in-State Wealth Management Teams" for multiple years, reflecting their commitment to client-focused service. Her expertise encompasses college education planning, divorce transition planning, family wealth management strategies, retirement income, socially responsible and ESG investing, and portfolio management for defined contribution plans, among other areas. Paula holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She completed an Accredited Certificate Program from the College for Financial Planning. Paula’s career has included assignments in South Florida, Princeton, New Jersey, and Chicago, Illinois, before returning to South Florida in 2002 to establish a professional partnership with Phil Caso. Outside of work, she enjoys gardening, boating, camping, skiing, woodworking, and supporting theatre and the arts. She values family deeply as a wife, mother, and grandmother.

College savings (529s, UTMA, etc.) Divorce financial planning Family Business Wealth management Social Security optimization Women Professionals Women's Finance Mid-Career Professionals Parents
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Paul M

Series 66

Lake Placid, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance General retirement planning Founder/Business Owner
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Cody H

CFP®, Series 66

Lake Placid, FL

Edward Jones

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

CFP®

Lake Placid, FL

James A. Colley, Inc.

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Edward C

Series 63, Series 65, Series 66

Tucson, AZ

Union Capital Company

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Luis B

ChFC®, Series 63

Lake Placid, FL

Ameritas Advisory Services, LLC

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