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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 177 near 99354

Out of 400,000+ nationwide

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David S

Series 66

Richland, WA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer ESG / Sustainable investing Government Employee
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Ruben B

Series 66

Kennewick, WA

Merrill

Ruben Bojorquez is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In his role, he works closely with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adjusts client portfolios as their circumstances evolve. With expertise spanning general investing, retirement planning, and saving for unforeseen events, Ruben focuses on understanding what matters to his clients and their families. This client-centered approach enables him to craft personalized financial strategies that pursue their goals effectively. Ruben holds a Bachelor's Degree from Washington State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).

General retirement planning Wealth management Passive / index investing Retirement income strategy Income planning
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Jay F

Series 66

Kennewick, WA

Edward Jones

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

CFP®, Series 66

Richland, WA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Technology Professional Oil & Gas
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Aaron R

Series 66

Richland, WA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Michael R

Series 63, Series 65

Kennewick, WA

Merrill

Michael Rader is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael earned his High School Diploma from Victor Valley High School. His credentials reflect his focus on retirement planning and fiduciary responsibilities within wealth management.

General retirement planning Retirement income strategy Income planning
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Jackson W

CFP®, Series 66

Kennewick, WA

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Terry S

Series 63, Series 66

Richland, WA

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Gracie B

CFP®, Series 66

Richland, WA

Edward Jones

Retirement income strategy Business exit / sale strategy Business Financial Management General estate planning guidance Wealth management
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Luke F

Series 66

Richland, WA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Military & Veterans Founder/Business Owner
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