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Strive Asset Management, 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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Vijay B

CFA®, Series 65

New York, NY

Strive Asset Management, LLC

Vijay Bachani is a CFA® charterholder and registered investment adviser with over a decade of experience, currently serving as the sole advisor at Strive Asset Management, LLC. He has worked at NYBG since 2016 and previously at Accumulus Capital from 2014 to 2016. In addition to his advisory role, he manages a healthcare practice. Strive Asset Management provides discretionary portfolio management and investment supervisory services to a small client base, focusing primarily on high-net-worth individuals. The firm employs fundamental analysis and a combination of long- and short-term trading strategies, primarily investing in equities, ETFs, and REITs.

Active portfolio management Private / alternative investments Real estate investing
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