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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 1,423 near 80104

Out of 400,000+ nationwide

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Paul S

CFP®, RICP®

Highlands Ranch, CO

Staib Financial Planning, LLC

Hi, I’m Paul Staib, CFP®, MBA, RICP®, the founder of Staib Financial Planning, LLC. Staib Financial Planning, LLC provides comprehensive, tax-efficient retirement planning and investment management services on a FLAT FEE ONLY basis to help clients achieve their personal financial goals. Our financial advisors are independent fiduciary professionals that you can trust to offer unbiased advice in your best interest. Our offices are located throughout the south Denver metro area, enabling us to conveniently serve clients in Highlands Ranch, Littleton, Lone Tree, Aurora, Parker, Denver Tech Center, Centennial, Castle Pines, Ken Caryl and surrounding communities. We also work with US based clients virtually. My wife, Jill, and I have 3 children and 2 dogs and reside in Highlands Ranch. When not at work, I enjoy training for and competing in triathlons and Spartan races and enjoying the great outdoor activities Colorado offers. Whether you're a few years from retiring, transitioning into retirement, or already retired, I welcome the opportunity to help you navigate your way to a comfortable and secure retirement.

General retirement planning Retirement income strategy Social Security optimization General tax planning Baby Boomers (Born 1946-1964)
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Brett P

CFP®, EA

Parker, CO

Eight Peaks Wealth Management

EIGHT PEAKS Wealth Management is a Fee-Only Financial Planning practice based in Parker, Colorado serving individuals, families and business owners across the United States. Founded by Brett R. Polzin, CFP®, a US Air Force Veteran, EIGHT PEAKS is a HERO-FRIENDLY advisory. We especially enjoy working with Military Veterans, Health Care Workers, and Educators who feel like they have been neglected by the larger investment firms. Through the holistic and collaborative EIGHT PEAKS approach, we create comprehensive financial plans and investment strategies for people who just want help without feeling pressured. We strive to meet you where you are, on your schedule and to simply be there for support when you need it.

Military & Veterans Educators, Teachers, and Academics Gen X (Born 1965-1980)
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Gilad S

ChFC®, Series 66

Larkspur, CO

Edward Jones

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

Series 66

Castle Rock, CO

Edward Jones

General retirement planning Wealth management
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Eric S

CFP®, Series 63, Series 66

Parker, CO

Edward Jones

Retirement income strategy Early retirement planning Wealth management ESG / Sustainable investing
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Robyn G

CFP®, ChFC®, Series 66

Parker, CO

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Stock option exercise strategy Retirement income strategy Inheritance planning Military & Veterans Widow/Widower
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Jonathan V

Series 66

Littleton, CO

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Financial Professional Hispanic/Latino/Latinx
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Aaron G

Series 66

Littleton, CO

Edward Jones

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

CFP®, ChFC®, Series 66

Castle Rock, CO

Edward Jones

Charitable giving & philanthropy Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Wealth management
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Paul D

Series 63, Series 66

Castle Rock, CO

Edward Jones

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