Eric Imhof
Financial Consultant at Charles Schwab
Based in Philadelphia, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Philadelphia
Industry
Financial Services
Company size
34K
Contact information
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e•••••••@schwab.com
Phone
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Background
About Eric Imhof
I believe the clients I work with, their goals, and unique situations are the most important part of the wealth management process. By tailoring a plan specifically to those things we help create a financial roadmap, and provide certainty around planning for life's milestones. I take the time to understand those unique situations, and goals of the people I work with, and then develop the right strategy and track its progress. My focus is providing total wealth management, and I understand how important it is to have a personalized wealth management strategy that is effective at achieving a desired outcome. I'm committed to exceptional service, and simplifying the complex financial lives of clients so they can focus on what matters most to them and their families.
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