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Fourth Wall Advisors 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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Joseph T

Series 63, Series 65

Hoboken, NJ

Fourth Wall Advisors LLC

Joseph Thumpasery is the principal of Fourth Wall Advisors LLC, a registered investment advisor founded in 2025. He holds Series 63 and Series 65 licenses and has prior experience at Eisler Capital, Bluecrest Capital, and Nomura Asset Management. Outside of his advisory work, he manages a passive residential property business. Fourth Wall Advisors serves pooled or institutional mandates as well as individual, high-net-worth, trust, estate, and business clients. The firm employs a fundamental-analysis approach focused on discretionary portfolios that primarily utilize options contracts, with strategies that may be concentrated and are subject to ongoing monitoring and formal annual reviews.

Options & derivatives strategies Concentrated stock management
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