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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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Alexandra L

Series 66

Remote

ALG Financial

Alexandra Leon Guerrero is a financial advisor at ALG Financial with 17 years of industry experience. She holds the Series 66 designation and has previously worked at BG Investment and Insurance Services, Inc. and Money Concepts Capital Corp. ALG Financial provides comprehensive portfolio management and financial planning services to individuals and a variety of institutional clients, including government entities, charitable organizations, pension and profit-sharing plans, trusts, and corporate clients. The firm employs a combination of fundamental, technical, and cyclical analysis, regularly reviews and rebalances accounts, and sponsors a wrap fee program while occasionally engaging third-party asset managers.

Active portfolio management Cash flow / budgeting
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Jonathan U

Series 63, Series 66

Remote

Asia Pacific Financial Management Group, Inc.

Jonathan Ulloa is a financial advisor with Asia Pacific Financial Management Group, Inc., holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Asia Pacific Financial Management Group since 2012. Outside of his advisory role, Ulloa has worked as a journalist and editor for UNO Magazine in Guam, coordinating and writing articles for the bi-monthly publication from 2010 to 2018. Asia Pacific Financial Management Group provides personalized investment advice and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $286 million in discretionary assets and employs a low-cost, diversified buy-and-hold investment approach tailored to clients’ risk tolerance and time horizons.

General retirement planning Income planning College savings (529s, UTMA, etc.) Wealth management
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Sophie B

CFP®, Series 66

Remote

Asia Pacific Financial Management Group, Inc.

Sophie Brindejonc Choi is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Asia Pacific Financial Management Group, Inc. since 2013. Asia Pacific Financial Management Group, Inc. provides personalized investment advice, investment management, and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined, low-cost diversified buy-and-hold investment approach primarily using exchange-traded funds and mutual funds, tailoring portfolios to clients’ risk tolerance and time horizon.

General retirement planning Income planning College savings (529s, UTMA, etc.) Wealth management
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Jonathon H

Series 66

Remote

Asia Pacific Financial Management Group, Inc.

Jonathon Holm is a financial advisor at Asia Pacific Financial Management Group, Inc. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at the University of Guam, Macy’s Inc., and Netopia Internet Cafe. Asia Pacific Financial Management Group, Inc. provides personalized investment advice, management, and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm primarily uses a disciplined, low-cost, diversified buy-and-hold investment approach focused on exchange-traded funds and mutual funds, tailoring portfolios to clients' risk tolerance and time horizons.

General retirement planning Income planning College savings (529s, UTMA, etc.) Wealth management
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Sandra M

Series 65, Series 66

Remote

Asia Pacific Financial Management Group, Inc.

Sandra Mckeever is a financial advisor with Asia Pacific Financial Management Group, Inc., holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. She has been with the firm since 1999. Outside of her advisory role, she serves as Vice President and Administrator of Prometi, LLC, which engages in landscaping, property management, and health and wellness consulting. Asia Pacific Financial Management Group, Inc. provides personalized investment advice and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $286 million in assets and employs a disciplined, low-cost diversified buy-and-hold investment approach tailored to clients’ risk tolerance and time horizon.

General retirement planning Income planning College savings (529s, UTMA, etc.) Wealth management
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