Eric Schulkin, CFP®

Financial Advisor

mitchell hickey Eric Schulkin is a Senior Financial Advisor with The Carey Group of Oppenheimer & Co. Inc. Eric helps clients understand and address their financial needs through developing dynamic financial and investment strategies. He is experienced in retirement and education planning, managing inheritances and navigating liquidity events through a holistic equity and risk management analysis. Eric’s clients span various industries including law, media, medicine and advertising with a focus on executives and entrepreneurs in technology.

Eric joined The Carey Group 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).

Active in the community, Eric currently sits on the Board of Trustees of his high school, Drew School in San Francisco. Previously, he served as Treasurer and board member of the Los Angeles Jewish Home for the Aged Young Men’s Division charity. He is a native San Franciscan and received a Bachelor of Arts in Political Science from Kenyon College. In his free time, he enjoys playing basketball, attending concerts, experiencing new restaurants and traveling to new places.

Phone 415-438-2972
Fax 415-438-2900