Filters

Direct booking

firm logo

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)

7 advisors near 97838

Out of 400,000+ nationwide

user avatar
firm logo

Devin B

Series 66

Hermiston, OR

Edward Jones

Devin Bailey is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles within local school districts and at a pain center. Outside of finance, he is involved as an owner of Hair Haven Salon and serves as secretary for 541 Pickleball in Hermiston, Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and investment options supported by a large network of advisors and branch offices nationwide.

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

Kameron W

ChFC®, Series 66

Hermiston, OR

Edward Jones

Kameron Watson is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at US Bancorp Investments Inc and US Bank. He also has experience in education from Lane Community College and the University of Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Inheritance planning Founder/Business Owner
firm logo

Kacie L

Series 66

Hermiston, OR

Edward Jones

Kacie Levy is a financial advisor at Edward Jones in Hermiston, OR, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she co-owns and coaches a youth travel softball team through Bulldog Youth Softball, LLC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Divorce financial planning Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
firm logo

Kassandra W

CFP®, Series 66

Hermiston, OR

Edward Jones

Kassandra Williams is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She is based in Hermiston, OR, and holds a Series 66 license. Outside of her advisory role, Williams volunteers as a reserve police officer with the Umatilla Police Department. Edward Jones is a full-service wealth management firm servicing individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive Women Professionals
user avatar
firm logo

Rachel A

Series 66

Hermiston, OR

Edward Jones

Rachel Allen is a financial advisor with Edward Jones in Hermiston, OR, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Madison Ranches and the Echo School District, as well as experience in education at Blue Mountain Community College. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

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

Marcella H

Series 63, Series 65

Hermiston, OR

LPL Financial

Marcella Haines is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with LPL Financial and its predecessor since 1990. In addition to her advisory role, she serves as a speaker and educator on retirement topics at Eastern Oregon University and local libraries. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
firm logo

Dean M

CFP®, Series 66

Hermiston, OR

Edward Jones

Dean Moore is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for the Moses Lake School District from 2011 to 2018. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services with a nationwide network of over 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.