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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)

5 advisors near New York, NY

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Simon B

Series 66

Brooklyn, NY

Thrivent Investment Management

Simon Blattstein is a financial advisor at Thrivent Investment Management in Brooklyn, NY, with three years of industry experience. He holds the Series 66 designation and previously worked in various roles at Thrivent Financial and Binghamton University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and planning without discretionary trading authority. Their services include retirement, tax, estate, and special needs planning, with options to combine planning with managed-account programs under consolidated billing.

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Carter P

Series 66

New York, NY

Thrivent Investment Management

Carter Pike is a financial advisor at Thrivent Investment Management in New York, NY, holding a Series 66 designation with one year of industry experience. His background includes roles at Thrivent Financial and a prior position at Golf Park Coffee Co. He has also been involved with Liberty University and its Center for Financial Literacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across a broad range of financial topics, with options to combine planning and managed-account services under a consolidated billing system called WealthPlan.

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Javarne S

Series 66

Orange, NJ

Thrivent Investment Management

Javarne Smith is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Prior to joining Thrivent, Smith held roles at J.P. Morgan Chase Bank, New York Life, and other firms. Outside of the financial industry, Smith serves as Secretary of the Essex County Chapter and Chair of the Faith-Based Committee for the Jamaica Organization of New Jersey, a nonprofit focused on supporting Caribbean residents and new immigrants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority. Their approach includes customizable planning combined with managed-account options under a consolidated billing structure.

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Ezekiel H

Series 66

Brooklyn, NY

Thrivent Investment Management

Ezekiel Hurd is a financial advisor with Thrivent Investment Management in Brooklyn, NY, holding a Series 66 credential. He has experience at Fitch Ratings and has been with Thrivent since 2025. Prior to his financial career, he worked in education and tutoring roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing system.

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Betty P

Series 63, Series 66

Maspeth, NY

Thrivent Investment Management

Betty Pence is a financial advisor at Thrivent Investment Management with 29 years of industry experience. She has held her current roles at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. She holds Series 63 and Series 66 credentials. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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