Eric Schulkin

Eric Schulkin

Financial Advisor

Eric Schulkin is a Senior Financial Advisor at Oppenheimer & Co. Inc. (“Oppenheimer”). Eric joined the Firm after three years as an Investment Advisor Representative at a boutique wealth management firm in Santa Monica, CA. His client base spans various industries including technology, law, entertainment, media, medicine and advertising. While Eric’s headquarters are in San Francisco, he has clients throughout California and the United States.

He understands the importance of an individualized approach to each client’s financial needs. Additionally, Eric’s expertise in retirement planning, college planning, equity compensation, and overseeing inheritances allows him to address each client’s situation and provide strategies to address their particular needs.

Eric is a native San Franciscan and graduated with a BA from Kenyon College in OH, where he majored in Political Science. He also holds the FINRA Series 6, 7, 63, 65 licenses, as well as a California Insurance license (#0J02640).

He is passionate about giving back to the local community and has served in various roles in the Los Angeles Jewish Homes for the Aged Young Men’s Division charity.

Phone 415-438-2973
Fax 415-438-2900