Eric Daniel Schulkin

Services Offered

• Investment management
• Insurance strategies
• Holistic financial planning

About

Eric Daniel Schulkin is a financial consultant based in San Francisco, California, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Eric employs a thorough discovery process to understand each client's specific situation, time horizon, and risk tolerance. His practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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