Our Team

Meet Our Team

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 began his career in 1985 and has over 39 years of experience helping his clients both accumulate and preserve their wealth.

Role: Eric is a Wealth Advisor at Schindler Wealth Management. His daily roles include meeting with and advising clients, case design and recommendations, as well as interacting with clients’ CPA’s and attorneys on advanced planning.

Eric’s primary purpose is to help his clients pursue and maintain their financial confidence 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 23 states including California, Idaho, Florida, Nevada and Texas.

As a Chartered Financial Consultant, second-generation Wealth Advisor with over 39 years of experience, and licenses in Securities, Annuities, and Real Estate, Eric has the vast financial tools and experience to be his clients’ trusted Wealth Advisor.

On a Personal Note: Eric has been happily married to his wife, Carrie, for over 33 years. Carrie is involved in the business helping with the accounting and bill paying. Eric and Carrie have three grown children; Eric Michael, who is a 50% partner in Schindler Wealth Management. Eric Michael is married to Amanda and they have three children. Danielle, who is married to Troy and they have two children, and Stephen who is married to Mary and they have three children. With his free time, Eric enjoys being outside, playing tennis, golf, camping and being with family, including his 8 grandchildren.

Eric Schindler is a registered representative with and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org, www.sipc.org

Eric Michael Schindler

Born and raised in San Diego, California, Eric M. Schindler is a third-generation wealth advisor helping families, businesses and organizations pursue their goals. Eric began his career at Schindler Wealth Management over 15 years ago. Eric currently holds an AAMS designation (Accredited Asset Management Specialist) from the College for Financial Planning.

Eric holds his Series 7, 65, and 63 licenses, held with LPL Financial, as well as Life Insurance licenses.

Role: Eric Michael Schindler assists with both the Advisory side and 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. Eric Michael also is a 50% owner in Schindler Wealth Management.

Eric Michael’s outcome is to make sure all the investment advice provided by Schindler Wealth Management is properly executed so that clients fully benefit from the collective wisdom of Schindler Wealth Management.

Eric is experienced in Asset Management, Real Estate and Insurance. Always learning and growing, Eric holds his ChFC and CLU designations through the American College.

On a Personal Note: Eric is married to Amanda, and they have three children; Jaxon, Gracielynn, and Hudson. He spends most of his free time in dirty diapers and playing with his kids. On days off he likes to go hiking, mountain biking, and spend quality time with his family while enjoying all that San Diego has to offer. In tennis Eric was proud to be listed as the #1 4.0 USTA Doubles player by USTA rankings for 18 and over in the state of Idaho ending the year 2023.

Penny Agnew

Penny has over 28 years of Financial Services experience. Seventeen of those years were spent with Smith Barney as a Senior Client Service Associate. She worked with high net-worth clients, establishing accounts, research, and servicing clients. She also trained other CSA’s and had many branch responsibilities. Penny also has the following licenses: Series 7, 66, 9 and 10, held with LPL Financial.

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 2011. Her duties include the overall office management, excellent client servicing, and relationship management.

Penny’s goal is to make sure all of Schindler Wealth Management clients are happy and receiving the excellent client experience they deserve.

On a Personal Note: Penny has been married to her husband, Bob, for over 40 years. They love to go on road trips to visit their two children and four adorable grandchildren. Singing in church is a source of great enjoyment. In her free time, Penny likes to hand knit, crochet and machine knit.

Stephen James Schindler

Stephen Schindler, Eric James Schindler youngest Son, is the newest addition to the Schindler Wealth Management Team. After a successful Career in Law Enforcement both in San Diego with the El Cajon Police Department, and then in Boise Idaho with the Meridian Police Department, Stephen decided to join the family business and make a career change. During his 5 year tenure as a Police Officer Stephen received 4 Chief’s Accommodations awards from both his Chief’s and the rare Police Star award for putting his life in the line of duty for both the public and his fellow officers.

Stephen pursued his degree in Accounting from Purdue University where he graduated with honors and made the dean’s list. Stephen has already passed his Series 7, “General Securities” and his 66 and SIE. All Series licenses are held through LPL Financial.

On a Personal Note: Stephen is married to Mary, and they have three children, Mckynlee, Liam, and Halston. In Stephen’s spare time he enjoys being with his family, playing with his children and he most recently took up playing competitive tennis.

BrokerCheck - Check Company Background

Our Team

You are here

Our Team

Meet Our Team

Eric J. Schindler, ChFC, CLU

Eric Michael Schindler

Penny Agnew

Stephen James Schindler