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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 66210

Out of 400,000+ nationwide

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Amy W

CFP®, Series 66

Overland Park, KS

Prairie Ridge Asset Management, LLC

Business succession planning
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Michael H

Series 63, Series 66

Overland Park, KS

Penn Wealth Management

College savings (529s, UTMA, etc.) General tax planning Active portfolio management Union Employee
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John C

CFP®, Series 63, Series 65

Lenexa, KS

Chladek Wealth Management, LLC

General retirement planning Charitable giving tax strategies Cash flow / budgeting Debt management
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Mark N

Series 63, Series 65

Overland Park, KS

Nasche Asset Management LLC

Active portfolio management Options & derivatives strategies
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Melinda B

Series 65

Overland Park, KS

Retirement Roots Wealth Management LLC

General retirement planning
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David W

CFP®

Overland Park, KS

Dynamic Wealth LLC

Cash flow / budgeting Executive Founder/Business Owner Mid-Career Professionals
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Kenneth G

CFP®, Series 63, Series 65

Overland Park, KS

Sound Investments Inc.

Wealth management Passive / index investing Tax-loss harvesting
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James B

Series 63, Series 66

Kansas City, MO

Grand Street Advisors, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Kyle H

CFP®

Kansas City, MO

Hill-Top Financial Planning, LLC

Growing up I had always dreamed of owning my own business. I was first inspired by my grandparents who owned an insurance business in a small Kansas town. I grew up in Manhattan, Kansas and attended Kansas State University where I studied Business Administration and Leadership Studies. Upon graduation, I moved to Kansas City and married my college sweetheart. I decided to enter the banking industry because I wanted to help people achieve financial life milestones. The bank I worked at was located in a disadvantaged neighborhood with high rates of poverty. It was this job that reinforced lessons I had been taught early in life on empathy, compassion, and the importance of financial independence. After gaining new perspectives in banking, I joined a wealth management firm where I spent six years in the investment world. It was at this time that my wife and I went through Dave Ramsey’s Financial Peace University, a class that forever changed my perspective on personal finance and altered my life trajectory. I went on to earn a Master of Science in Finance and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. When completing my studies I remember thinking to myself, “Why isn’t anyone working with my generation?”. I was routinely told that it could not be done because young people lacked the amount of investable assets needed to be desirable clients. In other words, most financial advisors considered working with young people a waste of their time. This narrative continued to weigh on my mind until I discovered XY Planning Network (XYPN), a network for financial planners catering to younger clients in an objective, fee-only capacity. I have since become a member of XYPN to define my vision of helping younger generations develop a plan to succeed financially so that they may live a great life and do good in the world. Monthly Fee Starting @: $109/mo (Singles) & $159/mo (Couples) Quarterly Fee Starting @: $327/qt (Singles) & $477/qt (Couples) Flat Fee: $600+/One Time Engagement AUM: 0.50% ($300 min/annual) I continue to call Kansas City home with my wife, our two young sons, and our dog Charlie. When I am not drawing up financial plans for clients, I enjoy coaching my sons in sports (baseball), cheering on the K-State Wildcats, the Kansas City Royals, and the Kansas City Chiefs, and participating in my fantasy football leagues (This year is the year baby!).

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Married/Couples/Partners Parents Young Professionals Gen Y/Millennials (Born 1980-1995)
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Andrew F

CFP®, Series 63, Series 66

North Kansas City, MO

Flattery Wealth Management LLC

Debt management Cash flow / budgeting College savings (529s, UTMA, etc.)
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