Westlake PTA – Mardi Gras Auction
Auction Ends: Mar 24, 2017 08:30 PM PDT


Financial Planning Consultation - Gerber Kawasaki

Item Number
Estimated Value
$500 USD
Opening Bid
$100 USD

Item Description

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. He was born and raised in San Francisco and later attended college in Ohio where he 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 enthusiasm for investing and his desire to help others, Eric found a career at Gerber Kawasaki as the perfect opportunity for him to help his clients invest and preserve their wealth. He is dedicated to analyzing each clientâ??s financial situation to develop holistic and customized financial plans which include wealth accumulation and investment management. Ericâ??s interest in music and the arts developed his understanding of the ever-changing nature of the entertainment industry. Eric specializes in working with artists, athletes, professionals and business owners in entertainment and tailors financial plans to build and maintain wealth to satisfy their needs. In his down time, Eric likes to attend live music events and he enjoys taking advantage of the large selection of restaurants throughout Los Angeles with his friends. Eric is a registered representative with and offers securities through LPL Financial. Member FINRA/SIPC.

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