Financial Planning Consultation
Item Number: 101
Time Left: CLOSED
Value: $500
Online Close: Mar 17, 2015 8:59 PM PDT
Bid History: 0 bids
Description
A financial planning consultation with an independent financial adviser. During the appointment we will review your current financial situation, identify and prioritize goals, and develop a customized financial plan. I specialize in college planning, retirement planning, investing and wealth and family protection.
Special Instructions
Eric Schulkin is an Investment Advisor Representative with Gerber Kawasaki wealth & investment management. He was born and raised in San Francisco, CA, and later attended college in Ohio and received a B.A. degree in Political Science from Kenyon College. Through his studies, he discovered his passion for finance, economics and politics.
Driven by his desire to help people and his enthusiasm for finance, Eric found a career in financial services as the perfect opportunity for him to serve others. He employs a holistic approach in analyzing each client’s financial situation and develops personalized and comprehensive plans for individuals as well as families.
http://gerberkawasaki.com