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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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Dalya I

CFP®, Series 65

New York, NY

Minerva Wealth Advisory

Dalya Inhaber is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with Minerva Wealth Advisory since 2015, where she serves as one of two advisors. Minerva Wealth Advisory is a fee-only, SEC-registered investment adviser serving individuals, couples, and families. The firm manages approximately $59 million with a focus on diversified asset allocation, employing ETFs, index funds, and selective active managers within a long-term, buy-and-hold strategy.

General retirement planning General tax planning General estate planning guidance Tax-loss harvesting
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Eugene S

CFP®, Series 63

New York, NY

Minerva Wealth Advisory

Eugene Skorodinsky is a CFP® with four years of industry experience, currently serving as a financial advisor at Minerva Wealth Advisory. He has held positions at Baruch College and Luesink Stenstrom Financial and has been with Minerva Wealth Advisory since 2017. Minerva Wealth Advisory is a fee-only, SEC-registered investment adviser that provides financial planning and portfolio management services to individuals, couples, and families. The firm emphasizes diversified asset allocation through ETFs, index and enhanced-index funds, and selective active managers within a long-term, buy-and-hold strategy.

General retirement planning General tax planning General estate planning guidance Tax-loss harvesting
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