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 418 near 49083

Out of 400,000+ nationwide

firm logo

Brian F

CFP®

Portage, MI

Face 2 Face Financial Planning, LLC

I believe my strength and focus in finance comes from being a devoted husband and father, as well as, a proud Western Michigan University Alumni. I grew up in the Kalamazoo area and now live with my family in Portage, MI. I love watching college football, playing hockey, and giving to the community. I founded Face 2 Face on a vision that started when I was a young teenager. My father used to take me to factories so I could watch him give financial education seminars to factory workers about their 401k options. That experience and my years of working for a large firm set my vision for wanting a firm that had no minimum asset levels. This gives me the ability to work with clients that want conflict-free advice on topics ranging from college planning to their 401k and all the way up to their retirement. I wanted to make a firm that was different. That’s why I built a firm to serve not only those who are retired but also the 30, 40 and 50-year-olds who want help along the way. I saw from working at larger firms that clients would come to me at retirement and they would have the money that they have, which may or may not have been enough. I felt that if I could help them earlier to make small changes, their future retirement would be in a much better place. This is why I offer different options, from hourly planning to full comprehensive financial planning.

Charitable giving & philanthropy General retirement planning Career Changers Baby Boomers (Born 1946-1964)
firm logo

Evan L

Series 66

Portage, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations Wealth management ESG / Sustainable investing Founder/Business Owner Religious/faith focused
firm logo

Desie H

Series 63, Series 66

Battle Creek, MI

Edward Jones

Retirement income strategy Multi-generational wealth transfer Wealth management Military & Veterans Doctor or Medical Professional Engineering Professional
firm logo

Jonathan V

CFP®, ChFC®, Series 63, Series 66

Kalamazoo, MI

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
firm logo

Brice B

Series 66

Kalamazoo, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Planning for children with special needs Founder/Business Owner
firm logo

David R

Series 66

Otsego, MI

Edward Jones

Retirement income strategy Divorce financial planning Retirement plans for business owners (SEP, solo 401k) Doctor or Medical Professional Public Service Employee
firm logo

Karen R

CFP®, Series 63, Series 66

Battle Creek, MI

Edward Jones

Retirement income strategy General retirement planning
firm logo

Andrew B

Series 66

Kalamazoo, MI

Edward Jones

Retirement income strategy General retirement planning Military & Veterans Educators, Teachers, and Academics
firm logo

Lori N

CFP®, Series 66

Richland, MI

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner Executive
firm logo

Ryan H

Series 63, Series 66

Portage, MI

Merrill

Ryan Hekman is a Wealth Management Advisor at Merrill Lynch Wealth Management and a founding partner of the Hekman & VanderStraaten Group. He has been a financial services professional since 1994 and joined Merrill Lynch in 1999. Ryan works alongside Wealth Management Advisor Jeff VanderStraaten, Financial Advisor Floyd Tucker, and Client Associate Janene Breneman to support clients in achieving their financial goals through personalized planning and portfolio management. Ryan’s expertise includes divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, portfolio management, and investment strategy for individuals and corporations. He follows a defined process to develop customized financial strategies aimed at helping individuals, families, and businesses. Ryan holds a bachelor’s degree in Finance from Western Michigan University and has earned the Personal Investment Advisor (PIA) designation. He serves on the board of the Grandville Walker Foundation. Outside of his professional life, Ryan lives in Grandville and enjoys spending time with his five children, playing basketball, biking, boating, cooking, golfing, traveling, and watching sports.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Family Business
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")