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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 258 near 55902

Out of 400,000+ nationwide

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Jeremy B

Series 66

Rochester, MN

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance
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Parker H

Series 66

Rochester, MN

Merrill

Parker Helder is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial priorities and develop tailored strategies to pursue their short-, mid-, and long-term goals. His services include guidance on general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists covering banking, credit, home financing, and small business solutions. Parker holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Saint Thomas. His approach emphasizes ongoing collaboration with clients to address their evolving financial concerns and objectives.

Wealth management General retirement planning
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Addison S

Series 66

Rochester, MN

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy Founder/Business Owner Women Professionals
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Jacob K

Series 66

Rochester, MN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations ESG / Sustainable investing Founder/Business Owner
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Todd S

Series 66

Rochester, MN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Brenden K

Series 66

Stewartville, MN

Edward Jones

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Founder/Business Owner Doctor or Medical Professional
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Jennifer C

Series 66

Rochester, MN

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning
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Abigail H

Series 66

Rochester, MN

Edward Jones

College savings (529s, UTMA, etc.) ESG / Sustainable investing Doctor or Medical Professional Women Professionals Women's Finance Religious/faith focused Values-based investing
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Janet F

Series 63, Series 66

Rochester, MN

Merrill

Janet Flack is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has worked since 1984. In her role, she develops customized financial strategies that address clients' retirement and estate planning needs, and she oversees investment manager search and selection. Her client focus includes corporate executive services, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Janet graduated Magna Cum Laude from Winona State University with a bachelor's degree in business administration and a minor in economics. She earned the Certified Investment Management Analyst® (CIMA®) designation in 2002 through the Investments & Wealth Institute in conjunction with The Wharton School, University of Pennsylvania. She also completed professional coursework in Foundations of Investment Management at the Stanford University Graduate School of Business in 2011. Janet holds the designations of Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Outside of her professional work, Janet enjoys cooking, golfing, reading, and traveling. She and her husband Rich support veterans’ causes including Tee It Up for the Troops, the Wounded Warrior Project, and the Tunnels to Towers Foundation, as well as breast cancer awareness through donations to the Join the Journey Organization.

Wealth management Retirement income strategy General retirement planning General estate planning guidance Women Professionals
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Clayton T

CFP®, Series 66

Rochester, MN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Family Business Wealth management ESG / Sustainable investing Founder/Business Owner
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