Menlo Park-Atherton Education Foundation – 2021 Auction "It's For The Kids"
Auction Ends: Mar 15, 2021 09:00 PM PDT

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.

We would like to thank our sponsors....

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