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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 98030

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Alvin W

CFP®, Series 63, Series 65, Series 66

Kent, WA

APEX Tax & Financial Planning

General tax planning Wealth management Tax-loss harvesting Passive / index investing Founder/Business Owner
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Jessica K

CFP®

Issaquah, WA

Kirwin Financial LLC

In my mid-20s, I was making big financial decisions – rolling over a 401(k) after leaving a corporate job, deferring student loans before joining the Peace Corps, and figuring out how to invest while living abroad. Each challenge pushed me to learn more, and I realized I genuinely enjoyed making sense of money. But as my husband and I navigated major milestones – marriage, home buying, career shifts – we had a hard time finding financial advice that was clear, practical, and truly in our best interest. That’s when I knew: financial planning shouldn’t feel like guesswork. I became a CERTIFIED FINANCIAL PLANNER™ to help professionals in their 30s and 40s gain clarity and confidence in their financial decisions. I founded Kirwin Financial because there simply weren’t enough fee-only planners serving people who are growing their families, careers, and wealth. Today, I help couples align their money with their life goals – whether it’s buying a home, preparing for a new baby, or planning for financial independence. I offer unbiased, fee-only financial planning, meaning I work in your best interest – no commissions, no product sales, just expert guidance tailored to your life. A comprehensive plan typically costs $3,375, with billing based solely on the time spent at a rate of $275 per hour. You don’t have to figure this out alone. Let’s build a financial plan that fits your life, your goals, and your future. Get started here: https://calendly.com/kirwinfinancial/15min

General retirement planning Married/Couples/Partners Young Families Gen Y/Millennials (Born 1980-1995)
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Shane H

Series 63, Series 65

Issaquah, WA

Hoover Capital, L.L.C.

Wealth management Active portfolio management Concentrated stock management
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Jesse D

Series 65, Series 66

Vashon, WA

Fangorn Wealth Management

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner Attorney Young Professionals Mid-Career Professionals
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Julie W

CFP®, Series 63, Series 65

Tacoma, WA

Julie A. Wurst, CFP, LLC

Passive / index investing Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Eugene S

Series 65

Issaquah, WA

Sound Investment Advice, LLC

General tax planning
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Gregory M

Series 65

Tacoma, WA

Strategic Asset Management

Private / alternative investments Active portfolio management
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Robin N

Series 63, Series 65

Covington, WA

Sprylen Wealth Management, LLC

Active portfolio management Founder/Business Owner
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Robert W

CFP®, Series 63, Series 65

Issaquah, WA

Wright Wealth Management, LLC

Income planning
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Cole F

ChFC®, Series 65

Edgewood, WA

EnoughFP LLC

Business exit / sale strategy Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner
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