Professional Services
Financial Advisement Consultation
- Item Number
- 180
- Estimated Value
- 1000 USD
- Opening Bid
- 200 USD
Item Description
A financial advisement 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 strategy to suit your needs. Eric focuses on college planning, retirement planning, maximizing equity compensation and overseeing inheritances for clients.
Eric Schulkin is a Senior Financial Advisor at Oppenheimer & Co. Inc. (“Oppenheimer”). Eric joined the Firm after three years as an Investment Advisor Representative at a boutique wealth management firm in Santa Monica, CA. His client base spans various industries including technology, law, entertainment, media, medicine and advertising. While Eric’s headquarters are in San Francisco, he has clients throughout California and the United States.
He understands the importance of an individualized approach to each client’s financial needs. Additionally, Eric’s expertise in retirement planning, college planning, equity compensation, and overseeing inheritances allows him to address each client’s situation and provide strategies to address their particular needs.
Eric is a native San Franciscan and graduated with a BA from Kenyon College in OH, where he majored in Political Science.
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