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Rose Capital Advisors, LLC

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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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Annamalai R

Series 63, Series 65

New York, NY

Rose Capital Advisors, LLC

Annamalai Ramaswamy is a financial advisor at Rose Capital Advisors, LLC in New York, NY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Neuberger Berman BD LLC and Goldman, Sachs & Co. among other firms. His background also includes roles at Banyan Bridge Technology, Banyan Bridge Consulting LLC, and Investapeak, LLC. Rose Capital Advisors provides investment advisory and financial planning services to individuals, families, and small businesses, as well as advising pooled investment vehicles. The firm uses a bottom-up, fundamental investment process combined with technical indicators and offers both long- and short-term trading strategies, with a focus on manager due diligence and oversight in fund-of-funds management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Founder/Business Owner
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