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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 80 near 34609

Out of 400,000+ nationwide

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Richard S

Series 66

Brooksville, FL

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Military & Veterans
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Russell B

CFP®, Series 63, Series 65

Weeki Wachee, FL

Merrill

Russell Brander is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been a financial advisor since 1996, specializing in personal retirement planning, individual and corporate investment strategy, and retirement income. Russell holds a Bachelor's Degree from Bucknell University and a Master's Degree from Florida Metropolitan University. He is certified as a CERTIFIED FINANCIAL PLANNER (CFP) and is a Personal Investment Advisor (PIA). His approach focuses on developing personalized financial plans that consider clients’ unique ambitions and priorities, including funding education, planning for retirement and healthcare costs, and achieving long-term family goals. Outside of his professional work, Russell enjoys biking, boating, golfing, and traveling.

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

Series 66

Weeki Wachee, FL

Merrill

Timothy Martin is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to meet those objectives. He provides ongoing advice and adjusts portfolio strategies as clients' situations evolve. His expertise includes family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, sports and entertainment financial planning, tax minimization, and retirement income. Timothy holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from Full Sail University. Outside of his professional work, Timothy enjoys golfing, photography, pickleball, spending time with his family, and traveling.

Retirement income strategy College savings (529s, UTMA, etc.) Elder care planning Home buying Wealth management Founder/Business Owner Financial Professional Entertainment Industry
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Troy S

Series 63, Series 66

Spring Hill, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management
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Steven G

Series 63, Series 66

Weeki Wachee, FL

Merrill

Steven Griffith is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2013, initially working in Jacksonville where he focused on educating clients and assisting with their 401(k) plans. In 2015, he relocated to the Citrus/Hernando County area to join a team dedicated to helping clients implement comprehensive financial plans. Steven's areas of expertise include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree from the University of Florida and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is fluent in both English and Russian. Outside of his professional role, Steven is involved in the automotive community in Citrus and Hernando Counties and participates in automotive events across Florida. He enjoys outdoor activities such as biking, boating, camping, fishing, football, golfing, and hunting. Steven and his wife are raising three active boys and support the Florida Gators.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies General estate planning guidance Parents Mid-Career Professionals
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Anna S

Series 66

Spring Hill, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Broc V

Series 66

Brooksville, FL

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Kyle B

Series 66

Weeki Wachee, FL

Merrill

Kyle Benitez is a Financial Solutions Advisor at Merrill Lynch Wealth Management, where he works with clients to develop strategies aimed at pursuing their financial goals. He focuses on understanding what matters most to his clients and their families to tailor financial plans accordingly. His expertise includes general investing, retirement planning, and saving for unexpected events. Kyle emphasizes ongoing advice and guidance, adapting to his clients' evolving needs through continuous communication. Kyle holds a High School Diploma from Gateway High School and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations.

General retirement planning Wealth management
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Rachel M

Series 66

Bushnell, FL

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management
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Tonia W

ChFC®, Series 66

Spring Hill, FL

Edward Jones

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