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 Schindler started his career in 1985. He has over 34 years of experience helping his clients both accumulate and preserve their wealth.
Role: Eric is the lead Wealth Advisor at Schindler Wealth Management. His daily role includes meeting with and advising clients, case design and recommendations, and interacting with clients’ CPA’s and Attorneys on advanced planning.
His Primary Purpose is to help his Clients achieve and maintain their Financial Security 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 15 states including California, Texas, Nevada and Florida.
As a Chartered Financial Consultant, 2nd generation Wealth Advisor with over 34 years of experience, and Licenses in Securities, Annuities, and Real Estate, Eric has the vast financial tools and experience to be his client’s trusted Wealth Advisor.
On a Personal Note: Eric has been happily married to his wife, Carrie, for over 31 years. They have three grown children, Eric Michael, who works in the firm and is married to Amanda. They have a newborn boy, Jaxon. Danielle, who is married to Troy and has a one-year-old boy, Aiden, and finally Stephen who is single and is striving to go into law enforcement. I have lived in San Diego since 1964 and I love tennis and camping in my free time.
