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)

Top 30 financial advisors of 252 near 48433

Out of 400,000+ nationwide

firm logo

Eric G

Series 63, Series 66

Flushing, MI

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
firm logo

Douglas M

Series 63, Series 66

Chesaning, MI

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance
firm logo

Kent K

ChFC®, Series 63, Series 66

Clio, MI

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k)
firm logo

Austin W

Series 66

New Lothrop, MI

Edward Jones

firm logo

Jay H

Series 63, Series 66

Grand Blanc, MI

Edward Jones

firm logo

Colin M

Series 66

Owosso, MI

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Educators, Teachers, and Academics Doctor or Medical Professional
firm logo

Kimberly S

Series 66

Flushing, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
firm logo

Anna C

Series 63, Series 66

Grand Blanc, MI

Merrill

Anna Christensen is a Senior Financial Advisor with Merrill Lynch Wealth Management, joining the firm in 2020. She has been part of the Storozhenko Group since January 2021. Anna has nine years of experience in the financial services industry, including seven years at JPMorgan Chase, where she served high net worth families. She holds Series 7 and Series 66 FINRA registrations and is a Personal Investment Advisor (PIA). Anna specializes in liquidity management, managing new wealth, personal retirement planning, sports and entertainment, and retirement income. Her role involves performance analysis of various asset classes and providing client education across multiple generations. She focuses on creating customized wealth management strategies tailored to clients' priorities, risk tolerance, time horizons, liquidity needs, and goals. She earned a High School Diploma from Millington High School and an Associate's Degree from Mott Community College. Outside of her professional responsibilities, Anna volunteers at the Food Bank of Eastern Michigan and enjoys gardening, reading, running, traveling, and spending time with her family.

Wealth management Retirement income strategy Income planning Professional Athlete
firm logo

Alex S

Series 63, Series 66

Grand Blanc, MI

Merrill

Alex Storozhenko is a Senior Financial Advisor with extensive experience in wealth management, serving successful executives, professional athletes, and high-net-worth families. Leading The Storozhenko Group within Merrill Lynch Wealth Management, he offers clients access to Merrill's investment resources and the banking services of Bank of America. His expertise includes comprehensive wealth management, focused support for professional athletes to manage their unique career demands, and guidance through significant financial transitions such as retirement, inheritance, and business sales. Since entering the financial services industry in New York City in 1997, Alex has developed specialized capabilities as a Portfolio Manager, offering discretionary management of personalized and defined investment strategies. He collaborates closely with clients' attorneys, accountants, and other advisors to address estate planning and related financial matters. His professional certifications include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Alex holds a bachelor's degree from Moscow Business University. Outside of his professional activities, he enjoys antiquing, chess, cooking, fishing, and watching movies. He lives with his wife, Christine, and their two sons, Nick and Evan.

Wealth management Concentrated stock management Business exit / sale strategy General estate planning guidance Executive Professional Athlete
firm logo

Christopher D

CFP®, Series 63, Series 65

Grand Blanc, MI

Merrill

Christopher Dowd is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients as part of the Dowd-Nawrocki Group. He employs a planning-focused approach to investments, integrating risk reduction strategies that are tailored to the unique needs of each client. His experience spans working with individuals, families, small businesses, and foundations to design and implement goal-based financial plans and strategies. Mr. Dowd joined Merrill in 1996 after earning his bachelor's degree from Queen's University in Kingston, Ontario. He holds the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA). His client focus areas include college education planning, family wealth management, legacy planning, retirement income, and strategies for managing new wealth and individual and corporate investments. Outside of his professional responsibilities, Christopher Dowd volunteers with community organizations and enjoys personal interests such as cooking, fishing, hunting, reading, skiing, traveling, and spending time with his wife Jennifer and their two children in Grand Blanc.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Parents Women Professionals Married/Couples/Partners
© 2026 Warmer Holdings Inc. (“Warmer”)
Terms of Service and Advisory Agreement Privacy Policy Form ADV Brochure Form CRS
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent fiduciary advisors. Our advice is limited to these digital matches—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