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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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Daniel S

CFP®, Series 63, Series 65

Bloomfield, NJ

Contrary Investment Advisors

Daniel Simonds is a CFP® with 30 years of industry experience, currently serving as the sole advisor at Contrary Investment Advisors since 2010. Prior to this, he worked at Grove Point Investments, LLC for nearly three decades. In addition to his advisory work, Simonds has provided employee benefits, life, and health insurance as a licensed agent since 1990. Contrary Investment Advisors is an independent firm managing approximately $104 million for around 72 clients, including individuals, high-net-worth clients, trusts, charitable organizations, and employer retirement plans. The firm offers pension consulting, discretionary asset management, and a Capital Group Direct-at-Fund mutual fund program, focusing on individualized investment policies with an emphasis on fundamental analysis, diversification, and risk management.

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