Self-Care
Financial Advisement Consultation
- Item Number
- SC09
- Estimated Value
- 1000 USD
- Opening Bid
- 400 USD
Item Description
Could you benefit from a financial advisement consultation with an independent wealth management firm in San Francisco? During the consultation we will review your current financial situation, prioritize your 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.
Item Special Note
To coordinate consultation, winning bidder should contact Eric Schulkin at eric.schulkin@opco.com.
Donated By:
Oppenheimer & Co. Inc.
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