Self Care
Financial Advisement Consultation
- Item Number
- SC10
- Estimated Value
- 1000 USD
- Sold
- 250 USD to jye88d5ea
- Number of Bids
- 1 - Bid History
Item Description
Could you benefit from 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. Two highest bidders win.
Item Special Note
To coordinate services, please contact Eric Schulkin at eric.schulkin@opco.com.
Donated By:
Oppenheimer & Co. Inc.
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