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Fig Tree Financials LLC

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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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James M

Series 63, Series 65, Series 66

New York, NY

Fig Tree Financials LLC

James Manfredonia is a financial advisor at Fig Tree Financials LLC with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Marco Polo Securities Inc. and MPX Cross-Border Finance. He also serves as an adjunct professor at Fordham University. Fig Tree Financials LLC provides customized investment advisory services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs both fundamental and technical analysis with a primarily long-term investment orientation, constructing portfolios from equities, ETFs, mutual funds, and covered options based on client risk tolerances.

Options & derivatives strategies Active portfolio management
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