A financial planning consultation with an independent wealth and investment management firm. During the consultation, we will review your current financial situation, prioritize your financial goals and customize a financial plan to suit your needs. Eric specializes in college planning, retirement planning, maximizing stock options and managing inheritances for clients.
Please contact Eric to coordinate the initial consultation.
Eric Schulkin is an Investment Advisor Representative with Gerber Kawasaki wealth & investment management. He was born and raised in San Francisco, CA, and later attended college in Ohio and received a B.A. degree in Political Science from Kenyon College. Through his studies, he discovered his passion for finance, economics and politics.
Driven by his desire to help people and his enthusiasm for finance, Eric found a career in financial services as the perfect opportunity for him to serve others. He employs a holistic approach in analyzing each client’s financial situation and develops personalized and comprehensive plans for individuals as well as families.