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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 84098

Out of 400,000+ nationwide

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Stephen L

CFP®, Series 63, Series 66

Park City, UT

Curtain Wealth Planning L.L.C.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Wealth management
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Corey N

CFP®, Series 66

Heber City, UT

Balanced Capital

General retirement planning Income planning Social Security optimization General tax planning ESG / Sustainable investing Retired
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Reid K

Series 63, Series 65

Midway, UT

Kellam Insurance and Financial Services LLC

Wealth management Self-Employed
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Jonathan B

CFA®

Park City, UT

Gaard Capital LLC

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management Founder/Business Owner Retired
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John M

Series 66

Heber City, UT

John McAndrew Financial Advisors LLC

Active portfolio management
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Christopher N

Series 65

Heber, UT

Nibley Financial LLC

Passive / index investing Annuities
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Michael L

Series 65

Heber City, UT

Redgrove Capital LLC.

Active portfolio management Concentrated stock management
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Devin H

Series 65

Midway, UT

Fortunate

Retirement plans for business owners (SEP, solo 401k)
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Eric K

Series 63, Series 65

Heber City, UT

Pendulum Asset Management, LLC

Real estate investing
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Matthew S

CFP®

Park City, UT

Newpark Wealth Management

Newpark Wealth specializes in financial planning and investments for Emergency Physicians. We do our best work for Emergency Physicians in their 40s who are tired of working night shifts and are looking to retire at 55. Our clients have neither the time, desire, or mental energy to properly manage their increasingly complex finances, as career, family, and recreation consume those scarce resources. Our clients are eager to outsource financial planning and investment management to a trusted advisor. We work with you to develop a comprehensive financial plan that integrates your income, expenses, assets, liabilities, insurance coverage, employee benefits, estate planning, tax strategy, and unique goals. We understand the nuances of your career arc – and the stresses of Emergency Medicine – deeply enough to accurately build, and continuously refine, projections of your household net worth. Ultimately, Newpark proactively prioritizes your financial action items to entirely relieve you of that mental burden and protect your time – while preparing you to retire at age 55.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General tax planning Doctor or Medical Professional Established Professionals Mid-Career Professionals Gen X (Born 1965-1980)
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