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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 83 near 95688

Out of 400,000+ nationwide

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Brenda B

Series 66

Vacaville, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Military & Veterans Public Service Employee Educators, Teachers, and Academics Founder/Business Owner
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John S

Series 63, Series 66

Suisun City, CA

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Brent T

Series 63, Series 66

Vacaville, CA

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning
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Cameron C

CFP®, Series 66

Vacaville, CA

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy Wealth management
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Chris S

ChFC®, Series 66

Fairfield, CA

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Eric G

Series 66

Fairfield, CA

Merrill

Eric Gonzales is the Senior Resident Director at Merrill's Napa Office and a Wealth Management Advisor serving client families primarily in Napa, Sonoma, and Solano counties. In his role, he leads more than a dozen advisors, focusing on office culture and community alignment. He is also the founder of the Gonzales Group, which emphasizes measuring wealth by how well it satisfies clients' priorities for themselves and their loved ones. Mr. Gonzales serves a diverse clientele including active and retired wine industry executives, business owners, and multiple generations of families. His approach incorporates Modern Portfolio Theory to mitigate investment risk and addresses common client concerns such as outliving assets, cash flow optimization, and Social Security strategies. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of California. Beyond his professional responsibilities, Eric Gonzales is involved in community organizations including serving as a board member for Community Action of Napa Valley and contributing to various programs at Justin-Siena High School, such as creating and sponsoring a Diversity & Inclusion Scholarship Program. He has also held board and executive positions at educational institutions in the region. His personal interests include basketball, football, music, and spending time with his family.

Wealth management Retirement income strategy Social Security optimization Charitable giving & philanthropy College savings (529s, UTMA, etc.) Married/Couples/Partners Parents Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Briana R

Series 66

Fairfield, CA

Edward Jones

Wealth management Real estate investing ESG / Sustainable investing Military & Veterans Values-based investing Religious/faith focused
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Lacy S

Series 66

Vacaville, CA

Edward Jones

Retirement income strategy Wealth management General retirement planning Military & Veterans
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Angela C

Series 66

Dixon, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning Multi-generational wealth transfer Self-Employed
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Kimber S

ChFC®, Series 66

Fairfield, CA

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer
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