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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 19 financial advisors of 19 near 88201

Out of 400,000+ nationwide

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Tammie D

Series 66

Roswell, NM

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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Steve H

Series 66

Roswell, NM

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning General estate planning guidance Founder/Business Owner
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Victoria H

Series 66

Roswell, NM

Merrill

Victoria Harman is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on helping clients navigate their financial priorities by offering consultative wealth management services tailored to individual goals and circumstances. Victoria specializes in areas including education planning, family wealth management strategies, retirement income, tax minimization, socially responsible investing, and services for endowments, foundations, and non-profits. Victoria earned her Bachelor of Science degree in Food Science from Texas Tech University. She holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). Prior to her financial career, she spent seven years as a Territory Manager with US Foods. She is active in the Roswell community through her involvement with Altrusa International of Roswell, NM. In her personal time, Victoria enjoys boating, cooking, fishing, gardening, golfing, reading, skiing, and traveling.

Wealth management Social Security optimization Retirement income strategy Charitable giving & philanthropy Tax-loss harvesting Women Professionals Women's Finance
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James M

Series 63, Series 66

Roswell, NM

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning
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Jesse B

Series 63, Series 66

Roswell, NM

Edward Jones

Multi-generational wealth transfer General retirement planning
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Mark B

Series 66

Roswell, NM

Merrill

Mark Beeman is the Resident Director at Merrill Lynch Wealth Management. A lifelong resident of New Mexico, Mark grew up in Carlsbad and began his financial career in 2008, joining Merrill Lynch in 2010. Prior to entering the financial industry, he spent 12 years as an educator in the Roswell area. Mark earned a Bachelor of Science degree in Social Studies with an emphasis in History from Eastern New Mexico University in Portales. He holds the Chartered Retirement Planning Counselor (CRPCâ„¢) designation from The College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) credential. Mark specializes in family wealth management strategies, liquidity management, managing new wealth, and personal retirement planning. He works closely with clients to identify their primary goals, which may include education funding, tax minimization, and retirement asset management, and develops tailored strategies to help build, manage, and preserve their wealth across generations. Outside of his professional role, Mark enjoys outdoor activities such as boating, golfing, hiking, running, and skiing. He lives with his wife, Kate, and their two children, Bailey and Cameron.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management Parents Mid-Career Professionals
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John F

Series 65

Roswell, NM

Quest Investment Portfolio Management, Limited

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Penny K

Series 63, Series 66

Roswell, NM

Nfsg Corporation

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Charles M

Series 63, Series 65

Roswell, NM

Moors & Cabot, Inc.

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Steven D

CFP®, Series 66

Roswell, NM

PFG Advisors

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