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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)

3 advisors near New York, NY

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Aimee B

CFP®, Series 63, Series 65

New York, NY

Total Alignment Wealth Advisors, LLC

Aimee Baehr is a CFP®-credentialed financial advisor with 12 years of industry experience, currently practicing at TA Capital Management, LLC. She has been with Total Alignment Wealth Advisors since 2013. Outside of her advisory role, she owns and operates a home-based administrative services business. TA Capital Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and certain businesses. The firm combines ongoing asset management with personalized financial planning and employs a range of analysis methods to tailor portfolios to clients’ objectives and risk tolerances.

Wealth management
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Michael T

Series 65

New York, NY

Total Alignment Wealth Advisors, LLC

Michael Tripicchio is a Series 65 licensed financial advisor with Total Alignment Wealth Advisors, LLC, where he has worked since 2022. He has three years of industry experience and has held prior roles at ShopRite, Rowan University, Pure Energy Hair Studio, and educational institutions. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals, offering comprehensive financial planning and family office services. The firm focuses on planning and oversight, coordinating with outside portfolio managers while clients retain custody and implementation responsibility.

Wealth management
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Robert H

CFP®, Series 66

New York, NY

Total Alignment Wealth Advisors, LLC

Robert Hayden is a CFP® professional with 14 years of industry experience, currently serving at Total Alignment Wealth Advisors, LLC since 2013. He holds the Series 66 designation and has prior experience teaching as an adjunct professor of financial planning at New York University. Hayden also served as a director on the CFP Board of Directors for a four-year term beginning in 2011. Total Alignment Wealth Advisors, LLC serves high-net-worth and ultra-high-net-worth individuals through comprehensive financial planning and family office services. The firm emphasizes planning and oversight without discretionary portfolio management, coordinating with outside managers and providing clients with detailed financial plans and action lists.

Wealth management
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