Direct booking

firm logo

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)

Advisors near 34974

Out of 400,000+ nationwide

user avatar
firm logo

Sean K

Series 63, Series 65

Okeechobee, FL

Stark Financial Advisers, Inc.

Options & derivatives strategies
user avatar
firm logo

Gary S

Series 63, Series 65, Series 66

Okeechobee, FL

Stark Financial Advisers, Inc.

Options & derivatives strategies
user avatar
firm logo

Cameron T

Series 63, Series 65

Okeechobee, FL

Eagle Strategies (NY Life)

Cameron Tewksbury is a financial advisor with Eagle Strategies (NY Life) in Okeechobee, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been affiliated with New York Life Insurance Co since 2015 and Nylife Securities LLC since 2017. Outside of his advisory role, he serves as an alternate board member of the Economic Council of Okeechobee. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with a network of over 2,000 investment adviser representatives.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Susan B

Series 63, Series 65

Okeechobee, FL

LPL Financial

Susan Bonanno is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She previously worked at Lincoln Investment Planning for 12 years before joining LPL Financial. Outside of her advisory role, she owns Dreams Come True Farms LLC, a business unrelated to investments. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar
firm logo

Michael C

PFSâ„¢, Series 66

Okeechobee, FL

Cetera

Michael Costopoulos is a financial advisor with Cetera, holding the PFSâ„¢ designation and Series 66 license, and has 24 years of industry experience. He is also a partner and CPA at Costopoulos & Helton, P.A., an accounting and tax consulting firm he has been involved with since 1982. Additionally, he serves as a trustee and personal representative for probate and trust management and holds a notary public commission. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed and firm-sponsored investment solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

Julia E

Series 66

Okeechobee, FL

Fidelity

firm logo

Bryan F

Series 66

Okeechobee, FL

Edward Jones

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.