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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)

2 advisors near 95932

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Michelle M

CFP®, Series 66

Colusa, CA

Edward Jones

Michelle Matthews is a CFP®-designated financial advisor with Edward Jones in Colusa, CA, where she has been practicing for 10 years. She serves as president of Willows Youth Football and Cheer in Willows, CA, overseeing its board of directors. Michelle has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Vance B

Series 63, Series 66

Colusa, CA

Raymond James Financial

Vance Boyes is a financial advisor with Raymond James Financial Services Advisors Inc. in Colusa, CA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously operated Boyes Financial Services, a full-service brokerage office, which he owns. Outside of his advisory work, Boyes serves as chairman of the Colusa County Athletic Hall of Fame and co-owns a small ranching operation with his wife. 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, with a notable focus on advisory and implementation-support services rather than discretionary management.

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