Financial Planning Consultation

Item Number: 604
Time Left: CLOSED
Value: $500
Online Close: Feb 9, 2017 10:00 PM PST
Bid History: 0 bids
Description
Eric Schulkin, an investment representative with Gerber Kawasaki, will meet with you to review your current financial situation, prioritize your financial goals and customize a financial plan to suit your needs. Eric specializes in college planning, retirement planning, maximizing stock options, and managing inheritances for clients.
Gerber Kawasaki is an independent wealth and investment management firm located in Santa Monica, offering a range of services including college savings and retirement planning, insurance, and corporate benefits. Its Wealth Building Program is for younger individuals and families looking to create and implement a financial strategy to help grow their assets, while their Wealth Building Program is designed for investors looking for full service, personalized investment advice and a financial roadmap.
A native of the Bay Area, Eric has clients in both Southern and Northern California and is often in the San Francisco area to meet with clients.