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.
Known information
Eric Jungling serves as a Senior Financial Advisor at Summitry, having joined the firm in 2007. He holds a Bachelor of Arts in Business Economics from the University of California, Santa Barbara, and is a Certified Financial Planner™ professional. Prior to his current role, Eric worked in the Asset Management and Client Services divisions of Charles Schwab & Co. in San Francisco. He is also an active member of the Financial Planning Association of Northern California. Outside of his professional life, Eric enjoys golfing, cooking, and spending quality time with friends and family.
About Summitry
Summitry, based in Foster City, California, provides personalized financial planning and investment strategies, including retirement, estate, and tax planning tailored to individual needs.