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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 778 near 97089

Out of 400,000+ nationwide

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Ibrahim L

Series 66

Portland, OR

Merrill

Ibrahim Lasisi is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies tailored to pursue their short-, mid-, and long-term financial goals. Ibrahim provides guidance on a range of financial matters including general investing, retirement planning, and saving for unexpected expenses. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ibrahim holds a Bachelor's Degree from the University of Illinois System. He has earned multiple professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fluent in English and Arabic, Ibrahim is also involved in community service with organizations such as Feed My Starving Children. With a focus on building trusted relationships, Ibrahim engages clients in ongoing discussions about their financial concerns and goals, providing advice and support as their needs evolve.

General retirement planning Wealth management
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Brandon R

CFP®, Series 63, Series 66

Camas, WA

Fidelity

Brandon Rowe is a Planning Consultant at Fidelity Investments, where he assists clients in creating and managing financial plans to achieve their goals. He provides guidance on investment strategies and informs clients about the resources available through Fidelity. He has held various roles within Fidelity Investments since 2006, including Investment Solutions Representative and Workplace Planning Consultant II. His professional experience also includes positions at Morgan Stanley as a Wealth Management Associate and at Fisher Investments as a UK Investment Counselor. Brandon's career reflects extensive experience in financial planning and investment counseling. Outside of his professional work, he has interests in baseball and fishing.

General retirement planning Wealth management Passive / index investing Cash flow / budgeting College savings (529s, UTMA, etc.)
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Brandee P

Series 66

Damascus, OR

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Women's Finance Women Professionals
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Christopher C

Series 66

Portland, OR

Edward Jones

Wealth management Inheritance planning Charitable giving & philanthropy Founder/Business Owner Intergenerational Families Religious/faith focused
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Brian S

CFP®, Series 66

Gladstone, OR

Edward Jones

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management
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Michael D

Series 66

Camas, WA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance
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Keith R

CFP®, ChFC®, Series 66

Milwaukie, OR

Edward Jones

Charitable giving & philanthropy Liquidity event planning Retirement income strategy Wealth management
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Ronald W

Series 63

Gresham, OR

Edward Jones

Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Ryan C

Series 66

Milwaukie, OR

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k)
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Seddrick R

Series 63, Series 66

Milwaukie, OR

Fidelity

Seddrick Robinson is a Planning Consultant at Fidelity Investments. In this role, he collaborates with advisors to support clients in developing clear and tailored financial plans aligned with their individual goals. Seddrick has held various positions at Fidelity Investments since 2019, including Equity Compensation Analyst from 2022 to 2024, HSA Planner from 2020 to 2022, and High Engagement from 2019 to 2020. These roles have contributed to his expertise in areas such as equity compensation and health savings accounts. Outside of his professional work, Seddrick has interests in cooking and baking, fitness, golf, museums, and volunteering.

Exec comp design Startup equity planning Equity Recipients (RS/RSU, SOP, ESPP)
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