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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)

192 advisors near New York, NY

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Mario S

ChFC®, Series 63, Series 66

Rochelle Park, NJ

Cetera

Mario Sicari is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, with 32 years of industry experience. He has been associated with Cetera and its affiliates since 2005 and is co-owner and managing partner of BGS Assurance LLC, which provides tax planning and bookkeeping services to small businesses. Sicari is also active as a motivational speaker to college students and high school graduates. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Ali K

CFP®, Series 63, Series 65

New York, NY

Cetera

Ali Koprencka is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Cetera since 2019. Prior to joining Cetera, Koprencka worked at Foresters Advisory Services and Foresters Financial from 2010 to 2019. Cetera Investment Advisers supports a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a wide network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Douglas S

Series 63, Series 66

Brooklyn, NY

Cetera

Douglas Schiffmiller is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Avantax and American Portfolios Advisors. He also operates Retirement Help Group, offering investment, retirement, tax, financial, and estate planning services. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm provides a range of portfolio management, financial planning, and fiduciary solutions alongside access to third-party money managers and model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Robert W

CFP®, Series 66

Rutherford, NJ

Cetera

Robert Wilkes is a CFP® certificant with 13 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at Avantax Advisory Services, Ryan Financial, and Jay Sarno and Associates, where he has also been involved in business and management consulting. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining discretionary management with model portfolios and third-party managed options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Hyacinthia R

Series 63

Staten Island, NY

Cetera

Hyacinthia Roberts is a financial advisor at Cetera with 28 years of industry experience. She holds a Series 63 designation and has worked previously at Avantax Investment Services, Aetna, and Wagner College. Outside of her advisory role, she owns and operates Shooting Stars Business Management, an accounting and tax preparation service, and participates in community outreach through the Neighborhood Advisory Board for the Department of Youth and Community Development. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions, with specialized retirement and fiduciary capabilities integrated into its broader institutional platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Nicholas A

Series 63, Series 65

Rochelle Park, NJ

Cetera

Nicholas Aubin is a financial professional with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with firms including BGS Capital Management, LLC and NYLife Securities LLC. Outside of his advisory role, he has experience working as a golf caddy at various courses since 2013. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Michael G

Series 66

Clifton, NJ

Cetera

Michael Giandolfo is a financial professional with Cetera, holding a Series 66 designation and over 33 years of industry experience. He has been with Cetera since 2005 and also serves as president of Michael J. Giandolfo CPA PC, an accounting and tax services firm he established in 1998. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Brian W

Series 63, Series 65

Rochelle Park, NJ

Cetera

Brian Walsh is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been affiliated with Cetera since 2005 and serves as president of Follini, Walsh & Benjamin, a tax and accounting firm. In addition to his advisory work, Walsh provides tax resolution services for small businesses through his own tax services business. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans, offering a range of portfolio management and financial planning services through a large network of independent advisors. The firm combines retirement and fiduciary capabilities with its institutional platform and utilizes multiple program structures and model portfolios to meet client needs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Kevin R

Series 63, Series 65

New York, NY

Cetera

Kevin Rodriguez is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Cetera since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement and institutional capabilities within a broad advisory platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Lisa R

Series 66

Eastham, MA

Cetera

Lisa Roberts is a financial advisor with Cetera who holds a Series 66 designation and has 33 years of industry experience. She previously worked at VOYA Financial Advisors and Capital Financial Planning LLC. In addition to her advisory role, she is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Stephanie K

Series 65, Series 66

New York, NY

Cetera

Stephanie Krug is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and 17 years of industry experience. Her prior roles include positions at Morgan Stanley Distribution, New York Life Investments, and Park Ave Financial Advisors. She is the owner of Domino Wealth Advisory and serves as treasurer on the board of Avora at Port Imperial Condominium. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement services supported by both advisor-managed and firm-sponsored investment solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Eric S

Series 63

Yonkers, NY

Cetera

Eric Siegeltuch is a financial advisor with Cetera, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2013. Outside of his advisory role, he owns and operates Eric Siegeltuch Fine Arts, an art sales and consulting business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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James L

CFP®, Series 66

Staten Island, NY

Cetera

James Lapiedra is a CFP® with 17 years of industry experience, currently serving as a financial advisor with Cetera. His prior experience includes roles at First Allied Advisory Services and First Allied Securities, as well as a longstanding position at Potter, LaMarca & Company, LLP. Outside of his advisory work, he is a board member of a police peer assistance nonprofit and is president and CEO of a consulting firm, ID 360 LLC. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Gary N

Series 63, Series 65

Bergenfield, NJ

Cetera

Gary Neumann is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2006. In addition to his advisory role, Neumann owns Gineumann Tax & Accounting Services LLC and serves as a CPA at Botwinick & Company, LLC CPA's, where he prepares income taxes and represents clients before tax authorities. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed and firm-sponsored investment solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Thomas G

Series 66

Totowa, NJ

Cetera

Thomas Grant is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at Cetera and Cetera Wealth Services since 2023. Prior to that, he was associated with Mid Atlantic Resource Group and held roles at Minnesota Life Insurance Company and Securian Financial Services. Outside of advisory work, he is involved in fixed insurance sales through Mid Atlantic Benefit Strategies LLC. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans. The firm offers a range of portfolio management, financial planning, and fiduciary solutions through a large network of independent advisors and combines retirement and fiduciary services with a broad institutional platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Bruno S

Series 66

New York, NY

Cetera

Bruno Spadafora is a financial professional with the Series 66 designation currently affiliated with Cetera. He has held roles at Allied Wealth Partners and Belle Haven Investments and has prior experience outside the financial industry in education. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by multiple program structures and affiliated trust and institutional capabilities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Robert C

Series 63, Series 65

Staten Island, NY

Cetera

Robert Cosentino is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at First Allied Advisory Services and First Allied Securities. Outside of his advisory work, he has been involved with USA Limo since 1994. Cetera Investment Advisers serves a wide range of clients, including individuals, high-net-worth investors, institutions, and retirement plans, through a network of 6,825 independent advisors. The firm offers a variety of portfolio management and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed strategies with retirement and trust capabilities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Mark S

Series 63, Series 66

New York, NY

Cetera

Mark Spivack is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His career includes long-term roles at MetLife Securities, Voya Financial Advisors, and MassMutual, alongside his involvement with The Weiss Group, an independent financial services and insurance business he has been associated with since 1993. He also operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, supported by a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Gregory M

Series 63, Series 66

New York, NY

Cetera

Gregory Mcneill is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Cetera since 2019 and previously held positions at Foresters Financial Services and Foresters Advisory Services. Mcneill is also involved with Granite Sky Wealth Advisors LLC, operating under Cetera. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Jian Cheng L

Series 66

Flushing, NY

Cetera

Jian Cheng Li is a Series 66 licensed financial advisor with 15 years of industry experience, currently affiliated with Cetera since 2010. He has worked at Cetera Investment Services LLC and First American International Bank. Outside of his advisory role, he is involved in buying, selling, and leasing residential real estate. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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