Services
Financial Advisement Consultation
- Item Number
- 104
- Estimated Value
- 1000 USD
- Opening Bid
- 250 USD
Item Description
This item is a financial advisement consultation with an independent wealth and investment management firm in San Francisco. During the consultation we will review your current financial situation, prioritize your financial goals and customize a strategy to suit your needs. Eric Schulkin, CFP® focuses his practice on college and retirement planning, maximizing equity compensation and overseeing inheritances for clients.
Eric Schulkin is a Senior Financial Advisor with The Carey Group of Oppenheimer & Co. Inc. Eric helps clients understand and address their financial needs through developing dynamic financial and investment strategies. He is experienced in retirement and education planning, managing inheritances and navigating liquidity events through a holistic equity and risk management analysis. Eric’s clients span various industries including law, media, medicine and advertising with a focus on executives and entrepreneurs in technology.
Eric joined The Carey Group in January, 2018 after spending several years with a wealth management firm in Santa Monica. Eric holds the Certified Financial Planner designation from the Certified Financial Planner Board of Standards Inc. and holds FINRA Series 6, 7, 63, 65 licenses as well as a California Insurance License (#0J02640).
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