Eric’s training, experience and licensing gives him the tools to help people manage and preserve their wealth. Eric J. Schindler is a second-generation wealth advisor. His late father, John O. Schindler, began his career in the financial services industry in 1957. Eric began his career in 1985 and has over 36 years of experience helping his clients both accumulate and preserve their wealth.
Role: Eric is a Wealth Advisor at Schindler Wealth Management. His daily roles include meeting with and advising clients, case design and recommendations, as well as interacting with clients’ CPA’s and attorneys on advanced planning.
Eric’s primary purpose is to help his clients pursue and maintain their financial confidence by making sure they have enough money to live well the rest of their life.
Registrations & Education:
Eric is a Chartered Financial Consultant, (ChFC) From American College
Eric also has his Chartered Life Underwriters Designation, (CLU) from the American College.
Eric holds the Following Licenses:
*Series 7 - General Securities License, held with LPL Financial.
*Series 24 - General Securities Principle License, held with LPL Financial.
*Series 63 – Uniform Securities Agent State Law License, held with LPL Financial.
*Insurance License with the state of California #0692710 for Life Insurance and Annuities.
*Real Estate License with the California Department of Real Estate.
*Investment Advisor Representative, through LPL Financial.
*Eric currently is securities licensed in 23 states including California, Idaho, Florida, Nevada and Texas.
As a Chartered Financial Consultant, second-generation Wealth Advisor with over 36 years of experience, and licenses in Securities, Annuities, and Real Estate, Eric has the vast financial tools and experience to be his clients’ trusted Wealth Advisor.
On a Personal Note: Eric has been happily married to his wife, Carrie, for over 33 years. Carrie is involved in the business helping with the accounting and bill paying. Eric and Carrie have three grown children; Eric Michael, who is a 50% partner in Schindler Wealth Management. Eric Michael is married to Amanda and they have three children. Danielle, who is married to Troy and they have two children, and Stephen who is married to Mary and they have two children. With his free time, Eric enjoys being outside, playing tennis, golf, camping and being with family, including his 7 grandchildren.