Eric Jungling, CFP
About Eric Jungling, CFP
Eric Jungling is a Certified Financial Planner™ and Senior Financial Advisor at Summitry, with a background in Asset Management and Client Services at Charles Schwab & Co.
Eric Jungling, Senior Financial Advisor
Eric Jungling holds the position of Senior Financial Advisor. With expertise in financial planning and client advisory, Eric provides strategic financial guidance to his clients. His professional background includes working in significant financial sectors, which adds depth to his advising practice. Eric plays a pivotal role in his current organization, bringing years of experience to his clients.
Eric Jungling's Educational Background
Eric Jungling received his Bachelor of Arts degree in Business Economics from the University of California, Santa Barbara. This educational background provides him with a solid foundation in economic principles and business strategies. His academic credentials are supplemented by his designation as a Certified Financial Planner™ professional, further highlighting his commitment to financial expertise.
Eric Jungling's Professional Credentials
Eric Jungling is a Certified Financial Planner™ professional. This certification demonstrates his knowledge, skills, and commitment to the financial planning profession. He is also an active member of the Financial Planning Association of Northern California, engaging with a community of professionals dedicated to ethical standards and ongoing education in financial planning.
Eric Jungling's Previous Work Experience
Before his current role, Eric Jungling worked at Charles Schwab & Co. in San Francisco. His experience in the Asset Management and Client Services divisions allowed him to gain substantial knowledge and skills in financial services. Eric joined Summitry in 2007, where he continues to leverage his experience to provide comprehensive financial advice and services to his clients.
Eric Jungling's Personal Interests
Outside of his professional life, Eric Jungling enjoys spending time on the golf course, in the kitchen, and with friends and family. These personal interests provide him with a well-rounded lifestyle, allowing for relaxation and personal fulfillment when he is not advising clients.