Synergy School – Back to Life
Auction Ends: Mar 12, 2023 10:00 PM PDT

Services

Financial Advisement Consultation

Item Number
207
Estimated Value
1000 USD
Sold
250 USD to ph86d5d3a
Number of Bids
1  -  Bid History

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 is an associate director of investments with The Peregrine Private Client Group at Oppenheimer & Co. Inc. Eric helps clients understand and address their financial needs through developing dynamic financial and investment strategies. Eric’s clients span various industries including law, media, medicine and advertising with a focus on executives and entrepreneurs in technology.

Eric joined Oppenheimer 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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