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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 Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

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Kenneth A

Series 63, Series 66

Rochelle Park, NJ

Bankers Life Advisory Services, Inc.

Kenneth Alutin is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Bankers Life entities since 2020 and prior positions at firms such as Albert Fried and Company and TD Securities. Outside of his advisory work, he has acted as an equestrian in a documentary film about the American Revolution. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm employs a combination of fundamental, technical, and cyclical analysis to provide tailored portfolio management and investment consulting, with a focus on aligning strategies to clients’ goals and risk tolerances.

Wealth management Retired
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Harry Z

Series 66

Brooklyn, NY

Bankers Life Advisory Services, Inc.

Harry Zhang is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he worked with Eventful Enterprises from 2014 to 2018. Outside of advising, he is also a licensed agent selling life insurance and long-term care policies to clients aged 50 to 75. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Wealth management Retired
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Victoria M

Series 63, Series 65

Rochelle Park, NJ

Bankers Life Advisory Services, Inc.

Victoria Mc Mahon Croce is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and with eight years of industry experience. She has worked at various affiliated Bankers Life entities since 2007 and currently manages and trains new agents as part of her role as an insurance agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, periodic rebalancing, and tax efficiency. The firm integrates investment management with affiliated broker-dealer and insurance services and emphasizes individual client relationships.

Wealth management Retired
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Sandriene S

Series 66

Brooklyn, NY

Bankers Life Advisory Services, Inc.

Sandriene Semidey Simon is a financial advisor at Bankers Life Advisory Services, Inc. with five years of industry experience. She holds a Series 66 designation and has worked in various roles at Bankers Life entities since 2019. Outside of her advisory duties, she manages a team as a Unit Sales Manager at Bankers Life & Casualty and is a licensed insurance agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Wealth management Retired
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David S

Series 63

Rosedale, NY

Bankers Life Advisory Services, Inc.

David Smith is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 63 designation and 11 years of industry experience. He has worked at various affiliated entities of Bankers Life since 2015. In addition to his advisory role, he is appointed as an insurance agent, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and combines fundamental, technical, and cyclical analysis in its investment approach.

Wealth management Retired
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