Eric Olney, Cfp®
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Eric Olney, Cfp® Email & Phone Number

Financial Planning Manager at Capital City Financial Partners
Location: Alameda, California, United States 6 work roles 1 school
1 work email found @shumfinancial.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email e****@shumfinancial.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Capital City Financial Partners
Role
Financial Planning Manager
Location
Alameda, California, United States
Company size
15 employees

Who is Eric Olney, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Eric Olney, Cfp® is listed as Financial Planning Manager at Capital City Financial Partners, a with 15 employees, based in Alameda, California, United States. AeroLeads shows a work email signal at shumfinancial.com and a matched LinkedIn profile for Eric Olney, Cfp®.

Eric Olney, Cfp® previously worked as Associate at Shum Financial Group and AVP, Transitions & New Accounts at Girard Securities. Eric Olney, Cfp® holds Bachelor Of Arts (B.A.), English Language And Literature, General from San Diego State University-California State University.

Company email context

Email format at Capital City Financial Partners

This section adds company-level context without repeating Eric Olney, Cfp®'s masked contact details.

{first}@shumfinancial.com
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AeroLeads found 1 current-domain work email signal for Eric Olney, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Eric Olney, Cfp®

Eric Olney, Cfp® is a Financial Planning Manager at Capital City Financial Partners. He possess expertise in series 7, series 63, series 24, securities, investments and 3 more skills.

Listed skills include Series 7, Series 63, Series 24, Securities, and 4 others.

Current workplace

Eric Olney, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Capital City Financial Partners
Capital City Financial Partners
Financial Planning Manager
columbia, south carolina, united states
Website
capitalcityfinancialpartners.com
Employees
15
AeroLeads page
Company profile
View company profile Email format
6 roles

Eric Olney, Cfp® work experience

A career timeline built from the work history available for this profile.

Associate

Shum Financial Group

Alameda, Ca

Jun 2017 - Feb 2022

Avp, Transitions & New Accounts

Girard Securities

Greater San Diego Area

Oct 2015 - May 2017

Transition Manager

Girard Securities
Jun 2014 - May 2017

New Accounts Specialist

Girard Securities
Jun 2013 - May 2017
Team & coworkers

Colleagues at Capital City Financial Partners

Other employees you can reach at capitalcityfinancialpartners.com. View company contacts for 15 employees →

MN Michael Norris, Ii Michael Norris, Ii Colleague at Capital City Financial PartnersColumbia, South Carolina, United States View → OG Owen Grider Owen Grider Colleague at Capital City Financial PartnersColumbia, South Carolina, United States View → LD Lauren Dziekan Lauren Dziekan Colleague at Capital City Financial PartnersColumbia, South Carolina, United States View → DP David Polson David Polson Colleague at Capital City Financial PartnersColumbia, South Carolina, United States View → SC Sissy Cox Sissy Cox Colleague at Capital City Financial PartnersClemson, South Carolina, United States View → KS Katherine Stevens Katherine Stevens Colleague at Capital City Financial PartnersColumbia, South Carolina, United States View → ED Eli Devyak Eli Devyak Colleague at Capital City Financial PartnersColumbia, South Carolina, United States View → AS Adam Smith, Cfp® Adam Smith, Cfp® Colleague at Capital City Financial PartnersColumbia, South Carolina Metropolitan Area, United States View → KS Katherine Smith Katherine Smith Colleague at Capital City Financial PartnersChapin, South Carolina, United States View → MK Meghan Karr Meghan Karr Colleague at Capital City Financial PartnersNewton, New Jersey, United States View →
1 education record

Eric Olney, Cfp® education

FAQ

Frequently asked questions about Eric Olney, Cfp®

Quick answers generated from the profile data available on this page.

What company does Eric Olney, Cfp® work for?

Eric Olney, Cfp® works for Capital City Financial Partners.

What is Eric Olney, Cfp®'s role at Capital City Financial Partners?

Eric Olney, Cfp® is listed as Financial Planning Manager at Capital City Financial Partners.

What is Eric Olney, Cfp®'s email address?

AeroLeads has found 1 work email signal at @shumfinancial.com for Eric Olney, Cfp® at Capital City Financial Partners.

Where is Eric Olney, Cfp® based?

Eric Olney, Cfp® is based in Alameda, California, United States while working with Capital City Financial Partners.

What companies has Eric Olney, Cfp® worked for?

Eric Olney, Cfp® has worked for Capital City Financial Partners, Shum Financial Group, Girard Securities, and Td Ameritrade Institutional.

Who are Eric Olney, Cfp®'s colleagues at Capital City Financial Partners?

Eric Olney, Cfp®'s colleagues at Capital City Financial Partners include Michael Norris, Ii, Owen Grider, Lauren Dziekan, David Polson, and Sissy Cox.

How can I contact Eric Olney, Cfp®?

You can use AeroLeads to view verified contact signals for Eric Olney, Cfp® at Capital City Financial Partners, including work email, phone, and LinkedIn data when available.

What schools did Eric Olney, Cfp® attend?

Eric Olney, Cfp® holds Bachelor Of Arts (B.A.), English Language And Literature, General from San Diego State University-California State University.

What skills is Eric Olney, Cfp® known for?

Eric Olney, Cfp® is listed with skills including Series 7, Series 63, Series 24, Securities, Investments, Financial Services, Equities, and Series 65.

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