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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 648 near 60435

Out of 400,000+ nationwide

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Arun S

CFP®, CFA®

Palos Park, IL

Avenue 90

Arun understands the importance of details specific to each client, which includes tax efficiency, a fulfilling retirement, and legacy planning. He also realizes the importance of a client working with a professional on a consistent basis, rather than speaking to a different person each time the client calls an 800 number for support. As some individuals have an affinity for one sport or hobby over another, Arun has a strong affinity for finance. With 9+ years in wealth management, and another several in other industries prior to graduate school, Arun has a strong interest in financial planning and investing. Aside from his practical experience working directly with clients of all ages and backgrounds, Arun has an MBA in Finance from the University of Wisconsin – Madison. In Madison, he honed his technical skills, and then further developed them by obtaining the Chartered Financial Analyst (CFA) designation, which is considered to be the most rigorous set of exams in the financial industry. Whether looking for a combination of planning and investment management, or just one of those two, Avenue 90 is available to help.

Wealth management Passive / index investing Active portfolio management HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995) Young Families
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David C

Series 66

Homer Glen, IL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management General retirement planning
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Thomas C

Series 63, Series 66

Lockport, IL

Edward Jones

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

Series 63, Series 66

Frankfort, IL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Founder/Business Owner
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Edward D

Series 63, Series 66

Joliet, IL

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer
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Tonya A

Series 66

Lemont, IL

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Women Professionals
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Mary Kay H

CFP®, ChFC®, Series 66

Plainfield, IL

Edward Jones

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Intergenerational Families
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Ivan P

Series 66

Palos Hills, IL

Edward Jones

Divorce financial planning Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner Executive Hispanic/Latino/Latinx
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Skye B

Series 66

Frankfort, IL

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner
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Michelle D

Series 66

Channahon, IL

Edward Jones

General retirement planning Wealth management
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