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Gables Capital Management, Inc.

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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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Alec M

Series 63, Series 66

New York, NY

Gables Capital Management, Inc.

Alec Mc Kenna is a financial advisor at Gables Capital Management, Inc. in New York, NY, holding Series 63 and Series 66 credentials with eight years of industry experience. His prior roles include positions at Masterworks Advisers, LLC, Arete Wealth Management, and Templum Markets LLC. Gables Capital Management is an SEC-registered investment adviser serving high-net-worth and institutional clients, providing discretionary portfolio management and acting as adviser to specialized trusts and a private pooled investment vehicle. The firm employs fundamental and technical analysis with strategies including long and short equity positions, options, derivatives, margin, and short sales, and offers performance-based fee arrangements for qualified investors.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Private / alternative investments Executive
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