Menlo Park-Atherton Education Foundation – 2020 Auction "It's For The Kids"
Auction Ends: Mar 16, 2020 09:00 PM PDT

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.