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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 2,028 near 95608

Out of 400,000+ nationwide

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Tony M

CFP®, CFA®

Sacramento, CA

Slalom Wealth Management, LLC

Navigating retirement is one of life's biggest transitions, which is why you shouldn't face it alone. I founded Slalom Wealth in 2018 to help people like you overcome the unknowns of retirement and achieve the clarity, confidence, and support you deserve. I wanted to apply my 20+ years of financial experience to build an independent, fee-only firm that puts relationships first and guides clients through the challenges of retirement. As your financial partner, nothing is off the table. I want to be your first call when you're facing a tough question or new opportunity. As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst® (CFA®), I have a deep commitment to the technical side of finances. But I also have a passion for helping you simplify the complex, answer the right questions, and understand your options so that you can fully enjoy retirement. I proudly live and work as a fiduciary financial advisor in Sacramento, California alongside my wife, Barbara. When I’m not working, you’ll probably find me: Riding my Peloton bike or boating on the Sacramento River Watching a Formula One race (I travel each year to watch one live!) Enjoying a bottle of my favorite wine, a Frank Family Chardonnay

General retirement planning Income planning Wealth management Baby Boomers (Born 1946-1964)
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Scott D

CFP®, CPA

El Dorado Hills, CA

Thrive Financial Planning

Scott has had an interest in finance and investing ever since his first job delivering newspapers when he was eleven years old. He grew up in the home of a physician and scientist, studied finance and accounting and worked in Silicon Valley for a few years. After all these experiences, he has settled into the profession he always envisioned. He works with individuals and families in the medical, scientific and technology fields to understand their financial goals and dreams and develop a uniquely tailored financial plan. He strives to remove the pain points in his clients' financial lives, increase their confidence about the future and reduce the costs associated with their financial decisions. He loves the opportunity to provide this service. Scott is married and has four children. He enjoys music, along with his wife and daughter, and can sometimes be found building LEGOs with his three sons. He has also lived and traveled various places in the world and loves learning about history and culture.

General retirement planning Wealth management Doctor or Medical Professional Scientific Professional Gen X (Born 1965-1980)
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Neil P

CFP®, CFA®

Roseville, CA

Olivehurst Advisors LLC

I am a fee-only, independent and fiduciary advisor providing wealth management services tailored for professionals building equity in their business, personal investments and employer stock. I started Olivehurst Advisors to be an aligned partner you can trust for personalized advice that supports your priorities, goals and values. I began my career as a corporate professional on Wall Street and later transitioned to running my own business while also starting a family. I learned to manage my finances on my own through planning and foresight – but also in hindsight by learning from mistakes. What I missed on my journey was having a financial advisor who was a partner to help me plan strategically. While I did have a few people to ask specific questions, often, I didn’t know the right questions to ask. This is why I started Olivehurst Advisors – to share what I’ve learned and be the partner I wish I had on my own journey. I've discovered the importance of my goals has grown over time. Yet, with increasing responsibilities, the demands on my time have grown just as much, if not more. Given many goals have a financial component, this prospect of decreasing time available to tackle increasingly valuable goals is a key reason why I believe there may not be a more impactful role that I can play than to help someone navigate their personal financial journey. So, I’m excited to partner with you to help you pursue your goals and feel more confident, secure and supported in your financial decisions.

Business ownership considerations Business Financial Management Wealth management Established Professionals
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Emily B

Series 66

Sacramento, CA

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Active portfolio management Educators, Teachers, and Academics Founder/Business Owner Intergenerational Families
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Jeanne L

Series 66

Sacramento, CA

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance LGBTQIA
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Gaston G

Series 66

Sacramento, CA

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management
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Carl W

Series 66

Sacramento, CA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner Doctor or Medical Professional
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Altynai S

Series 66

W Sacramento, CA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Inheritance planning Founder/Business Owner
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Jose H

Series 66

Carmichael, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Passive / index investing Wealth management Newlywed/Engaged Young Families
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Matt T

CFP®, Series 66

Gold River, CA

Edward Jones

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