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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 73018

Out of 400,000+ nationwide

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Cale W

Series 66

Chickasha, OK

Edward Jones

Cale Walker is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 advisors nationwide.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Daniel S

Series 66

Chickasha, OK

Edward Jones

Daniel Sanders is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Outside of his advisory role, Sanders owns and operates Promiseland Productions, a multimedia production business specializing in photography, videography, and technology solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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Eugene S

Series 63, Series 65

Chickasha, OK

Edward Jones

Eugene Sanders Jr. is a financial advisor with Edward Jones in Chickasha, Oklahoma, holding Series 63 and Series 65 licenses and with 45 years of industry experience. He has been with Edward Jones since 1980. Sanders also serves on the board of directors for the Chickasha Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

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