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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)

15 advisors near New York, NY

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Joshua T

Series 63, Series 66

New York, NY

Masterworks Advisers, LLC

Joshua Taylor is a financial advisor at Masterworks Advisers, LLC in New York, NY, holding Series 63 and Series 66 licenses with five years of industry experience. He previously worked at Arete Wealth Advisors, Arete Wealth Management, AXA Advisors, Wheaton Trading, and Miller Zeiderman and Weiderkher. Outside of his advisory role, Taylor is a Platform Associate at Masterworks, LLC, where he performs administrative functions for an alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through its online platform. The firm specializes in art as an asset class, offering primarily non-discretionary, platform-driven recommendations alongside optional discretionary Art Investment Plans and pilot secondary-market programs.

Private / alternative investments Concentrated stock management
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Connor L

Series 66

New York, NY

Masterworks Advisers, LLC

Connor Leavell is a financial advisor at Masterworks Advisers, LLC with three years of industry experience. He holds the Series 66 designation and has worked previously at Arete Wealth Advisors, Arete Wealth Management, and Yelp. Outside of his advisory role, he is also a Platform Associate at Masterworks, LLC, where he performs administrative functions related to an alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through its online platform. The firm focuses on art as an asset class, offering primarily non-discretionary, platform-driven recommendations alongside discretionary Art Investment Plans and limited secondary-market opportunities.

Private / alternative investments Concentrated stock management
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Anisha M

Series 63, Series 65

New York, NY

Masterworks Advisers, LLC

Anisha Mittal is a financial advisor at Masterworks Advisers, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Charles Rutenberg and EA Markets LLC. In addition to her advisory role, she serves as a Masterworks Platform Associate, performing administrative functions for the Masterworks alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through its online platform. The firm focuses on art as an asset class, offering primarily non-discretionary, platform-driven recommendations along with discretionary Art Investment Plans and limited secondary-market opportunities.

Private / alternative investments Concentrated stock management
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Henry P

Series 65

New York, NY

Masterworks Advisers, LLC

Henry Peelle is a financial advisor at Masterworks Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Masterworks since 2023. Prior to his advisory role, his background includes positions at H&R Block and other diverse employment experiences. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through an online platform. The firm’s advisory services focus exclusively on art as an asset class, utilizing programmatic portfolio tools and model portfolios to provide primarily non-discretionary recommendations, with options for discretionary Art Investment Plans and limited secondary-market opportunities.

Private / alternative investments Concentrated stock management
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Candy L

Series 63, Series 65

New York, NY

Masterworks Advisers, LLC

Candy Light is a financial advisor at Masterworks Advisers, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Arete Wealth Advisors, Arete Wealth Management, Independent Brokerage Solutions, and Artnet Auctions. Outside of her advisory role, she serves as a Platform Associate for Masterworks, LLC, performing administrative functions related to the alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through an online platform. The firm’s advisory services focus exclusively on art as an asset class, offering primarily non-discretionary, platform-driven recommendations alongside discretionary Art Investment Plans and pilot secondary-market programs.

Private / alternative investments Concentrated stock management
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James C

Series 65

New York, NY

Masterworks Advisers, LLC

James Cifelli is a financial advisor with Masterworks Advisers, LLC in New York, NY, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through a platform-driven approach. The firm focuses on non-discretionary recommendations and discretionary Art Investment Plans, utilizing programmatic portfolio tools and model portfolios tailored to different risk profiles.

Private / alternative investments Concentrated stock management
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Ivan L

Series 63, Series 66

New York, NY

Masterworks Advisers, LLC

Ivan Lau is a financial advisor with Masterworks Advisers, LLC in New York, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Arete Wealth Management LLC, JPMorgan Chase, and JPMorgan Securities LLC. He is also employed as a Platform Associate at Masterworks, LLC, an alternative investment platform, where he performs administrative functions. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through an online platform. The firm provides primarily non-discretionary, platform-driven recommendations focused on art as an asset class, using programmatic portfolio tools and model portfolios tailored to different risk profiles.

Private / alternative investments Concentrated stock management
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Christopher W

Series 65

New York, NY

Masterworks Advisers, LLC

Christopher White is a financial advisor at Masterworks Advisers, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Jenkinson's South Inc for four years. In addition to his advisory role, he is a Masterworks Platform Associate, performing administrative functions for the firm's alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through its online platform. The firm offers primarily non-discretionary, platform-driven recommendations, with discretionary Art Investment Plans and pilot secondary-market programs, using programmatic portfolio tools and model allocations tailored to different risk profiles.

Private / alternative investments Concentrated stock management
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Daniel D

Series 63, Series 66

New York, NY

Masterworks Advisers, LLC

Daniel Delaney is a financial advisor at Masterworks Advisers, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Arete Wealth Management and JPMorgan Chase Bank. In addition to his advisory role, he works as a Platform Associate at Masterworks, LLC, supporting administrative functions for their alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through an online platform. The firm offers primarily non-discretionary, platform-driven recommendations, as well as optional discretionary Art Investment Plans, utilizing model portfolios and programmatic portfolio construction tools.

Private / alternative investments Concentrated stock management
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Abraham L

Series 65

New York, NY

Masterworks Advisers, LLC

Abraham Luciano is a financial advisor at Masterworks Advisers, LLC in New York, NY, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Masterworks and NetElixir, as well as academic positions at Rider University and Union City High School. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through a platform-driven approach that includes non-discretionary recommendations, discretionary Art Investment Plans, and pilot secondary-market programs. The firm uses programmatic portfolio construction tools and model portfolios tailored to various risk profiles, operating within a vertically integrated model that manages sourcing, securitization, and administration of artworks.

Private / alternative investments Concentrated stock management
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Kevin C

Series 66

New York, NY

Masterworks Advisers, LLC

Kevin Cox is a financial advisor at Masterworks Advisers, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Arete Wealth Advisors, Owl Rock Capital Securities, and Bluerock Capital Markets. Cox is also involved as a Platform Associate at Masterworks, LLC, where he performs administrative functions for the alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through a platform-driven approach. The firm’s advisory services focus on art as an asset class, offering primarily non-discretionary recommendations alongside discretionary Art Investment Plans and pilot secondary-market programs.

Private / alternative investments Concentrated stock management
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Evan M

Series 66

New York, NY

Masterworks Advisers, LLC

Evan Mc Mann is a financial advisor at Masterworks Advisers, LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Arete Wealth Advisors and Equitable Advisors. In addition to his advisory role, he is a Masterworks Platform Associate, performing administrative functions for the Masterworks alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through its online platform. The firm’s advisory approach includes programmatic portfolio construction and model portfolios tailored to different risk profiles, with a focus on primarily non-discretionary, platform-driven recommendations.

Private / alternative investments Concentrated stock management
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Michael D

Series 63, Series 65, Series 66

New York, NY

Masterworks Advisers, LLC

Michael Delpozzo is a financial advisor at Masterworks Advisers, LLC with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Arete Wealth Management and Davis Securities. In addition to his advisory role, he is a Masterworks Platform Associate, performing administrative functions for an alternative investment platform focused on securitized art investments. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to art as an asset class through a platform-driven approach. The firm offers primarily non-discretionary recommendations supported by programmatic portfolio tools and optional discretionary Art Investment Plans.

Private / alternative investments Concentrated stock management
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Erik B

Series 66

New York, NY

Masterworks Advisers, LLC

Erik Bringsjord is a financial advisor at Masterworks Advisers, LLC with seven years of industry experience. He holds a Series 66 designation and has held positions at firms including Bank of America and Merrill. Outside of his advisory role, he works as a Masterworks Platform Associate, performing administrative functions for an alternative investment platform focused on securitized art. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through an online platform. The firm offers primarily non-discretionary, platform-driven recommendations and discretionary art investment plans, using programmatic portfolio construction tools and model portfolios tailored to different risk profiles.

Private / alternative investments Concentrated stock management
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Michael S

Series 63, Series 66

New York, NY

Masterworks Advisers, LLC

Michael Strang is a financial advisor with Masterworks Advisers, LLC in New York, NY, holding Series 63 and Series 66 licenses and seven years of industry experience. His previous roles include positions at Wells Fargo Bank and Wells Fargo Clearing, as well as Arete Wealth Advisors. He also works part-time as a Masterworks Platform Associate, performing administrative functions for the Masterworks alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through an online platform, offering primarily non-discretionary, programmatic recommendations and discretionary Art Investment Plans. The firm utilizes model portfolios and portfolio construction tools tailored to different risk profiles and operates within a vertically integrated structure that sources and administers artworks.

Private / alternative investments Concentrated stock management
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