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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)

Advisors near 54957

Out of 400,000+ nationwide

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David S

Series 65, Series 66

Oshkosh, WI

Cowling Bay Wealth Management, LLC

Wealth management Active portfolio management Concentrated stock management Options & derivatives strategies Private / alternative investments
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Robert M

CFP®, Series 63

Hortonville, WI

Financial Services of Northeast Wisconsin, Inc.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities
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Debra A

Series 63, Series 65

Oshkosh, WI

Great Lakes Financial Strategies, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Founder/Business Owner
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Ronald K

CFP®, Series 63, Series 66

Appleton, WI

Kolash Wealth Strategies, LLC

Options & derivatives strategies
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Nathan S

Series 63

Appleton, WI

ASC 401(k) Management

Retirement income strategy General retirement planning Social Security optimization Cross-border / expatriate tax planning Business sale tax planning Founder/Business Owner Expats Intergenerational Families
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Robert S

Series 63, Series 65

Appleton, WI

Financial Advisory Group, Inc.

General retirement planning
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Chadwick O

CFP®, Series 66

Appleton, WI

Denarius Wealth Management

Options & derivatives strategies Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive
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David D

Series 65

Appleton, WI

Freedom Wealth LLC

General retirement planning College savings (529s, UTMA, etc.)
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Sarah P

CFP®

Appleton, WI

Valkyrie Financial

"Wealth is the ability to truly experience life." -- Henry David Thoreau Helping people define their life aspirations and getting their money in line with those dreams is what LIGHTS. ME. UP. And I'm doing it while making personal finance less intimidating. It is the reason I became a CERTIFIED FINANCIAL PLANNERâ„¢ professional. After 10 years working in personal finance I decided I had had enough of the "old" model where middle-aged white guys in suits help already wealthy people get more wealthy. I focus on empowering people born in the '80's and '90's to take control of their financial lives. Instead of doing a long, deep, mind-numbing presentation where I talk at my clients, I prefer to work in short and consistent bursts so we will actually make progress and show you this stuff doesn't have to be so hard. If money is a tool you aren't really sure how to use, I encourage you to reach out to me. I want to develop a long-term relationship to understand your unique past, present and future to craft recommendations fit for you. Let's find your wealth, together. In my spare time, you can find me passionately advocating for women's rights - I currently hold a seat on the board of the Women's Fund for the Fox Valley Region - and burning off my extra energy through kickboxing, strength training, running, and/or cross-country skiing. All this activity is necessary because I bake the best cakes and cheesecakes; ask nicely and I might share a piece! Read Sarah's blog here: https://valkyriefinancial.wordpress.com/blog/

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance Women Professionals Single Women Gen Y/Millennials (Born 1980-1995)
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Chad N

CFP®, Series 66

Appleton, WI

Conceptual Financial Advisors, LLC

General retirement planning Wealth management College savings (529s, UTMA, etc.) Cash flow / budgeting
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