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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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Denise S

Series 63, Series 66

Bloomfield, NJ

Sarkor Financial Advisors

Denise Sarkor is a financial advisor at Sarkor Financial Advisors with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Bank of America, Merrill, and IBM. Outside of her advisory role, she serves as principal and lead executive coach at New Roots Development, LLC, a professional coaching and management training company. Sarkor Financial Advisors serves individual clients, including career executives and small business owners, offering comprehensive financial planning, investment management, and educational seminars. The firm uses a combination of active and passive investment strategies and provides tailored, one-on-one planning engagements with additional services such as philanthropic advisory and cash-aggregation solutions.

Annuities Business sale tax planning Business ownership considerations Retirement income strategy Executive Founder/Business Owner Women Professionals Mid-Career Professionals
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