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Our Team

   

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Our Team

Meet Our Team

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Eric J. Schindler, ChFC, CLU

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.

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Eric Michael Schindler

Born and raised in San Diego, California, Eric M. Schindler is a third generation helping families, businesses and organizations pursue their goals.  Eric began his career at Schindler Wealth Management over 10 years ago. Eric currently holds an AAMS designation (Accredited Asset Management Specialist) from the College for Financial Planning.

He also has his Series 7,65,63 held with LPL Financial, and Life Insurance Licenses.

Role:  Eric Michael Schindler assists with the operational side of asset and portfolio management for Schindler Wealth Management. He also assists with investment research,  retirement studies, and meeting with clients and client servicing. Eric is also responsible for executing trades for many of the clients Managed Accounts on a daily basis.

His outcome is to make sure all the investment advice provided by Schindler Wealth Management is properly executed so clients fully benefit from the collective wisdom of Schindler Wealth Managment. 

Eric is experienced in Asset Management, Real Estate and Insurance. Always learning and growing, Eric is currently working on his ChFC and CLU designation through the American College.

On a Personal Note: Eric is married to Amanda, and has a son named Jaxon and a daughter named Gracielynn. He spends most of his free time in dirty diapers playing with his kids. On days off he likes to go hiking, mountain biking, spend quality time with his family and enjoy all that San Diego has to offer.

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Penny Agnew

Role: Penny Agnew is the Director of Operations at Schindler Wealth Management and is an LPL Registered Administrative Assistant.  Penny started with Schindler Wealth Management in January of 2011. Her duties include the overall office management and excellent client servicing and relationship management. 

Her goal is to make sure all of Schindler Wealth Management clients are happy and getting the excellent client experience they deserve. 

Penny has over 26 years of Financial Services experience and has the following licenses: Series 7, 66, 9 and 10, held with LPL Financial.

On a Personal Note: Penny has been married to her husband, Bob, for 38 years, they love to go on road trips to visit their two children and four adorable grandchildren.  Singing is a source of great enjoyment for her and she sings in church every Sunday. Recently, she had an opportunity to travel to New York with her church choir and sing in Carnegie Hall. In her free time, Penny likes to knit and crochet and has recently taken up machine knitting.

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About

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  • Our Team

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ico-address.png7777 Alvarado Road, Suite 621, La Mesa, CA 91942ico-address.png(619) 667-2979ico-address.png(619) 667-2977ico-address.pnginfo@schindlerwealth.com

Securities and Advisory services offered through LPL Financial, A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, CO, FL, GA, ID, IN, MI, MO, NC, NM, NV, OK, TN, TX, VA, WA

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