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Eric Schuler

Advisor at Schuler Capital Management LLC

Updated today
Schuler Capital Management LLC logo

Firm

Schuler Capital Management LLC

Location

Sonoma, CA

Credentials

Series 65

Industry experience

7 years

About

Eric Schuler is the principal advisor at Schuler Capital Management LLC in Sonoma, CA, holding a Series 65 designation with seven years of industry experience. He founded Schuler Capital Management in 2017 after working at Elevate Industries from 2015 to 2017. Schuler Capital Management LLC provides discretionary portfolio management primarily for high-net-worth and ultra-high-net-worth individuals and family trusts. The firm focuses on U.S. equities alongside a range of other investments and employs a proprietary risk model to guide portfolio allocations, including the systematic use of long-dated derivatives and a published subscription periodical offering market commentary.

Client services

Based on Schuler Capital Management LLC

Portfolio management Newsletters or periodicals

Expertise

Based on Schuler Capital Management LLC

Active portfolio management Options & derivatives strategies Concentrated stock management

Fee options

Percentage

$0+: 1% per year Not specified - Not specified: Up to 2% per year based on scope and complexity

Subscriptions

$495 per year for Safeguard 1 newsletter subscription, included at no extra cost for investment management clients

Other

Account minimum: $500,000 Fee-only: 1% per year, negotiable, up to 2% for complex services

Location

Sonoma, CA

Most active in

California

Work history

Schuler Capital Management LLC

2017 - Present (9 years)

Elevate Industries

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 66

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Series 65

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Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Patrick B

CFA®, Series 63

Napa, CA

Brennan Asset Management

Active portfolio management Options & derivatives strategies
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Daniel P

CFP®, Series 66

Rohnert Park, CA

Northbay Advisors

General retirement planning General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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John J

Series 63, Series 65

Petaluma, CA

John Schooler Jones LLC

General retirement planning Wealth management

L.J. J

CFP®, CPA

Petaluma, CA

Developing Financial

“I want to make the right decisions but I don’t have time to figure it out on my own.” “Can you help me with my student loans? This is more complicated than I thought it would be.” “How do I invest? I know it’s important but I don’t know the best way to do it and I don’t want to mess it up” Have you said any of these before? You’re not alone if you have. I have heard these statements from many lawyers I’ve met throughout my wife’s time in law school and her legal career. As a CPA, CFP, and someone who has worked in financial planning, I have seen young people who are overwhelmed about managing their personal finances. I have also seen people near retirement who unfortunately didn’t make good financial decisions and now have to modify their future lifestyles because of their financial situations. I hate seeing people not achieve everything they want in life because they can’t afford their dream lifestyle. So I set out to change that. My mission is to help young lawyers establish a strong financial foundation early in their careers so they can capitalize on future opportunities instead of trying to fix financial mistakes. So I created the Developing Financial Process. My process identifies what is most important to you, analyzes your current financial situation, builds a comprehensive financial plan, implements the plan, adapts the plan as your life changes on an ongoing basis, and most importantly educates and empowers you throughout the entire process. My process helps you pay off your student loans completely, invest effectively, save and spend intentionally, and achieve your financial goals and ambitions. I believe that everyone should live their dream life without worrying about their finances. I live what I preach and when I’m not working, I am out living. I love to travel and have visited many states and countries. My family and I go camping, spend time at the beach, and visit friends and family as often as possible. I truly love educating and empowering people to live their ideal life. I hope you reach out to learn more about my process and how financial planning can benefit young lawyers like yourself!

Student loan debt Attorney Gen Y/Millennials (Born 1980-1995) Young Professionals
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