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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)

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Tristan D

Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Tristan Dahl is a financial advisor at Blue Anchor Wealth Advisors, LLC in Ketchikan, AK. He holds a Series 65 designation and has one year of industry experience. Prior to his advisory role, he was a student for ten years. Blue Anchor Wealth Advisors is an independent, fee-only firm serving individuals, small businesses, qualified retirement plans, and local municipal governments. The firm uses fundamental analysis for security selection and provides both written financial plans and portfolio management, primarily on a non-discretionary basis.

General retirement planning Divorce financial planning Business Financial Management Retirement income strategy Founder/Business Owner Doctor or Medical Professional
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Fiona C

Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Fiona Capell is a financial advisor at Blue Anchor Wealth Advisors, LLC, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at Rover, Mysteries Inc., Recapped, Sino-US Corporate Services, Sam's Tavern, and Preservation Kitchen. Blue Anchor Wealth Advisors is an independent, fee-only firm serving individual households, small businesses, qualified retirement plans, and local municipal governments. The firm emphasizes fundamental analysis in security selection and provides both written financial plans and portfolio management, primarily managing assets on a non-discretionary basis.

General retirement planning Divorce financial planning Business Financial Management Retirement income strategy Founder/Business Owner Doctor or Medical Professional
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Wayne T

Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Wayne Trana is a financial advisor at Blue Anchor Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Sorensen Appraisals Inc from 1999 to 2023. Outside of advisory work, he provides third-party administration services to qualified plans through JV Associates. Blue Anchor Wealth Advisors is an independent, fee-only firm serving individuals, small businesses, qualified retirement plans, and local municipal governments. The firm offers financial planning, retirement planning, and portfolio management, primarily managing assets on a non-discretionary basis using fundamental analysis.

General retirement planning Divorce financial planning Business Financial Management Retirement income strategy Founder/Business Owner Doctor or Medical Professional
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Matthew E

Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Matthew Eisenhower is a financial advisor at Blue Anchor Wealth Advisors, LLC in Ketchikan, Alaska. He holds a Series 65 credential and has six years of industry experience. Prior to joining Blue Anchor Wealth Advisors in 2020, he worked at PeaceHealth Ketchikan Medical Center for seven years. Blue Anchor Wealth Advisors is an independent, fee-only firm serving individual households, small businesses, qualified retirement plans, and local municipal governments. The firm focuses on fundamental analysis for security selection and provides both financial planning and portfolio management, primarily managing assets on a non-discretionary basis.

General retirement planning Divorce financial planning Business Financial Management Retirement income strategy Founder/Business Owner Doctor or Medical Professional
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Christine E

CFP®

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Christine Eisenhower is a CFP® professional with 10 years of industry experience. She has worked at Blue Anchor Wealth Advisors, LLC since 2020 and previously spent eight years at Otter Creek Partners. She is a Certified Public Accountant though she is not currently practicing as a CPA. Blue Anchor Wealth Advisors is an independent, fee-only firm serving individual households, small businesses, qualified retirement plans, and local municipal governments. The firm offers financial planning, retirement planning, portfolio management, and business advice, applying fundamental analysis to security selection and managing most assets on a non-discretionary basis.

General retirement planning Divorce financial planning Business Financial Management Retirement income strategy Founder/Business Owner Doctor or Medical Professional
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Zachary G

CFP®, Series 63, Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Zachary Guffy is a CFP® with seven years of industry experience. He is currently with Blue Anchor Wealth Advisors, LLC and previously worked at Beacon Pointe Advisors, LLC and JPMorgan in various capacities. Blue Anchor Wealth Advisors is an independent, fee-only firm serving individuals, small businesses, qualified retirement plans, and local municipal governments. The firm uses fundamental analysis for security selection and provides financial planning, portfolio management, and business advice, managing most assets on a non-discretionary basis.

General retirement planning Divorce financial planning Business Financial Management Retirement income strategy Founder/Business Owner Doctor or Medical Professional
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Benjamin E

Series 63, Series 66

Ketchikan, AK

Edward Jones

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