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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 160 near 78572

Out of 400,000+ nationwide

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Rodolfo G

Series 63, Series 65

Mission, TX

Merrill

Rodolfo Gomez is a Senior Resident Director and International Wealth Advisor at Merrill Lynch Wealth Management. He specializes in providing goals-based wealth management services to affluent families, accomplished professionals, and successful business owners. Rodolfo focuses on delivering customized advice and a disciplined investment approach, addressing areas such as college education planning, international wealth management, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Rodolfo began his financial services career in 1994 and became the Resident Director of his office in 2011. He holds a bachelor's degree in Marketing and an MBA in Finance, both from The University of Texas Pan American, and has completed training at Wharton's Executive Education Program. He also holds the Certified Investment Management Analyst (CIMA) designation and the Personal Investment Advisor (PIA) credential. Outside of work, Rodolfo enjoys playing tennis, golfing, practicing yoga, and is an avid soccer fan who has attended the last nine World Cups. He speaks both Spanish and English.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.)
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Rafael R

Series 63, Series 66

Edinburg, TX

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Multi-generational wealth transfer Inheritance planning Intergenerational Families
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Mark G

Series 66

Mcallen, TX

Merrill

Mark Garza is a financial advisor with Merrill Lynch Wealth Management who joined The LaGrange Team in 2021. He began his career in the financial services industry in 2016. Mark focuses on building strong client relationships and providing streamlined services to simplify the management of financial affairs. He works closely with families to identify tailored solutions that align with their risk tolerance, time horizon, liquidity needs, investment goals, and cost considerations, aiming to facilitate both short- and long-term financial objectives. Mark holds a Bachelor’s Degree from the University of Texas at San Antonio and has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English and Spanish. Residing in Mission, Texas, Mark enjoys playing golf. His approach emphasizes understanding clients’ life priorities to create personalized financial plans tailored to their goals and aspirations.

General retirement planning Retirement income strategy Income planning Wealth management
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Daniel O

Series 63, Series 66

Mcallen, TX

Merrill

Daniel Olivares is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their unique financial goals and priorities, assisting them in developing strategies for short-, mid-, and long-term objectives. His approach includes providing guidance on a range of areas such as college education planning, family wealth management, personal retirement planning, portfolio management, and special needs planning strategies. Daniel holds a Bachelor's Degree from the University of Texas System and has earned the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, he serves as a resource for clients seeking advice on investing, retirement planning, and financial solutions, also connecting them with Bank of America specialists for banking, credit, home financing, and small business needs. He emphasizes transparency and integrity in his client relationships to support their financial success.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Wealth management
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Saul N

Series 63, Series 66

Mission, TX

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner Hispanic/Latino/Latinx
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Keith M

CFP®, Series 63, Series 66

Mcallen, TX

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner
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Angelica L

Series 63, Series 65

Mcallen, TX

Merrill

Angelica Lagrange is an International Wealth Advisor at Merrill Lynch Wealth Management who specializes in wealth management and investments for both domestic and international clients. She works closely with clients to understand their current financial situations, identify essential and discretionary goals, and develop integrated Wealth Management Plans. Angelica collaborates with clients and their trusted advisors, including CPAs and attorneys, to coordinate estate, income tax, and insurance planning. Angelica began her career at Merrill Lynch Wealth Management in 1993 after earning an MBA from The University of Texas Pan American. She holds a Bachelor of Business Administration in Economics and International Business from Sam Houston State University and an Associate's Degree from Temple Junior College. She is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and holds additional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Angelica speaks both English and Spanish. In addition to her professional work, Angelica volunteers with the South Texas Community Tennis Association, a nonprofit organization affiliated with the United States Tennis Association. Since 2022, she has served on the advisory board of the McAllen Economic Development Corporation. Her personal interests include tennis, biking, golfing, reading, and spending time with her family.

Wealth management Retirement income strategy General retirement planning Divorce financial planning College savings (529s, UTMA, etc.) Women Professionals
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Cassandra M

CFP®, Series 63, Series 66

Mcallen, TX

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Pablo S

Series 63, Series 66

Mcallen, TX

Merrill

Pablo Sada is an International Wealth Advisor with Merrill Lynch Wealth Management, based in the Rio Grande Valley, Texas. He brings more than 35 years of experience advising both domestic and international clients on comprehensive wealth management strategies. Pablo’s approach involves a thorough understanding of each client’s financial circumstances, including risk tolerance, time horizon, liquidity needs, and investment goals, to develop personalized solutions aimed at helping clients pursue their long-term objectives. Pablo earned a Bachelor's Degree in Industrial Engineering and Systems from the Monterrey Institute of Technology and Higher Education (ITESM). He holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations and is a member of the CFA Institute. In addition to his advisory work, he has authored over 100 articles on personal financial discipline for El Norte newspaper in Monterrey, Mexico. Pablo is bilingual in English and Spanish and actively participates in community involvement through organizations such as Ingenium. Outside of his professional pursuits, Pablo enjoys tour cycling, soccer, snow skiing, and learning new languages.

Wealth management ESG / Sustainable investing Executive
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Efrain R

CFP®, Series 66

Mcallen, TX

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Wealth management Military & Veterans Founder/Business Owner Intergenerational Families
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