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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 52151

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Michael A

Series 66

Waukon, IA

Edward Jones

Michael Alexander is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2008. He has 18 years of industry experience. Outside of his advisory role, he owns and operates E&M Farm LLC and NEI Tractors, a business focused on buying, selling, and shipping antique tractors internationally. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of about 23,701 advisors and offers a range of advisory programs and investment solutions.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Quincy J

Series 66

Lansing, IA

Raymond James Financial

Quincy Johnson is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has prior experience at Thrivent Financial. Outside of advising, he is involved in several business ventures including ownership roles in Johnson's Gas N Go, Golden Spike Storage LLC, and Pump House LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a variety of implementation options supported by firm research and external managers.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Cathy B

Series 66

Waukon, IA

Edward Jones

Cathy Buhl is a Series 66 licensed financial advisor with Edward Jones, based in Waukon, Iowa, and has two years of industry experience. Her prior work includes roles at Kerndt Brothers Savings Bank and Zion United Church of Christ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner
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