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Ziment Financial Advisors, Inc.

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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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Jared Z

Series 63, Series 65

New York, NY

Ziment Financial Advisors, Inc.

Jared Ziment is a financial advisor at Ziment Financial Advisors, Inc. in New York, NY, with nine years of industry experience. He previously worked at Morgan Stanley & Co LLC for eight years and at Cabrera Capital Markets for one year. Jared holds Series 63 and Series 65 licenses. Ziment Financial Advisors, Inc. provides discretionary portfolio management and standalone financial planning primarily for high-net-worth and individual clients. The firm uses a risk-budget framework and derivative-based strategies to manage market exposure, employing quantitative models and real-time market data in portfolio construction and hedging.

Options & derivatives strategies Active portfolio management
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Daniel Z

Series 63, Series 65

New York, NY

Ziment Financial Advisors, Inc.

Daniel Ziment is a financial advisor at Ziment Financial Advisors, Inc. with five years of industry experience. He previously worked at Morgan Stanley & Co LLC and Goldman Sachs & Co LLC and has a background that includes roles at The Wharton School and Evolent Health. He holds Series 63 and Series 65 licenses. Ziment Financial Advisors, Inc. provides discretionary portfolio management and financial planning primarily for high-net-worth and individual clients. The firm employs a risk-budget framework and derivative-based strategies to manage market exposure and risk, using quantitative models and real-time market data.

Options & derivatives strategies Active portfolio management
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