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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 843 near 48362

Out of 400,000+ nationwide

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John B

CFP®, CPA

Oakland Twp, MI

J Robert Bergmann Advisors, LLC

Trust, relationships, and work ethic. Three core values I take very seriously when serving you and your family. Working with me, you can expect honesty, good judgement, and strong character. Reliable and responsive to your financial needs, I place your interests ahead of my own and strive to always be a positive, empathetic, and collaborative partner. Disciplined and organized, with a sense of curiosity, my goal is to achieve results that will help and support the wellbeing of your family. With more than 30 years of financial and business experience, my hope is to share the knowledge, experience, and a little wisdom developed over that time to help you achieve your next goals in life.

Business ownership considerations Tax strategies for small businesses Business succession planning General estate planning guidance Gen X (Born 1965-1980)
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Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

Women Professionals Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Carla A

CFP®

Lake Orion, MI

Nectarine

With more than 15 years of experience in the wealth management industry, Carla founded Ametrine Wealth with the vision of helping people–particularly women–take control of their financial futures. She prides herself on creating a compassionate, trusting environment for clients and removing the barriers that keep people from setting and achieving their financial goals. Carla’s clients value her financial planning insight, ability to break down complex topics, attention to detail, and approachable demeanor. Originally from Massachusetts, Carla initially envisioned a career in science. She graduated magna cum laude from Washington and Lee University and received a Masters in chemistry from Northwestern University. However, long hours in the lab made her realize her preference for engaging with people over compounds, and she decided to put her analytical skills to use in the financial sector. Carla holds an MBA in Finance and General Management from the University of Chicago Booth School of Business and is a Certified Financial Planner Practitioner(TM). Carla lives in Lake Orion with her husband, Jarod, and her two greatest accomplishments, daughters Brinley and Chloe.

Mid-Career Professionals Married/Couples/Partners Single Women Gen Y/Millennials (Born 1980-1995)
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Grant F

Series 66

Lake Orion, MI

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning Divorce financial planning Founder/Business Owner Intergenerational Families Divorced
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Daniel H

Series 63, Series 66

Shelby Township, MI

Edward Jones

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

CFP®, Series 63

Macomb, MI

Edward Jones

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Paul D

Series 63, Series 65, Series 66

Utica, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management General retirement planning
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Channing P

ChFC®, Series 66

Sterling Heights, MI

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning
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Brian H

Series 63, Series 66

Lake Orion, MI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Mark F

CFP®, Series 63, Series 65

Rochester, MI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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