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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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Sahil V

CFP®

New York, NY

Myra Wealth

Sahil Vakil is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at Myra Wealth in New York, NY. His prior experience includes roles at BNP Paribas and Amazon, and he has been affiliated with Myra Advisors, LLC and MYRA Capital LLC since 2018 and 2021, respectively. Vakil also holds an academic position at New York University. Myra Wealth offers planning, consultation, and discretionary investment management through an interactive online platform, primarily serving individuals, households, trusts, and businesses. The firm employs a passive, ETF-based investment approach with algorithmic portfolio monitoring and rebalancing, and integrates tax services and proprietary technology to support its subscription-based model.

Passive / index investing Tax strategies for small businesses College savings (529s, UTMA, etc.)
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