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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 9 financial advisors of 9 near 75785

Out of 400,000+ nationwide

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Debra D

Series 66

Rusk, TX

Edward Jones

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management
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Kourtney C

Series 66

Jacksonville, TX

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Matt M

ChFC®, Series 63

Jacksonville, TX

Matt Montgomery

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Holly L

Series 66

Jacksonville, TX

Kestra Advisory

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Benjamin B

Series 63, Series 65

Palm Beach Gardens, FL

Money Concepts Capital Corp

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Richard S

Series 63

Jacksonville, TX

Commonwealth Financial Network

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Taylor G

Series 66

Rusk, TX

Edward Jones

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Jimmy H

CFP®, Series 63

Jacksonville, TX

Edward Jones

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Amy P

Series 66

Jacksonville, TX

Edward Jones

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