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 Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email e****@shumfinancial.com
LinkedIn Profile matched
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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 company 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
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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 →

JM Jadyn Mcdonough, Ms, Mba Jadyn Mcdonough, Ms, Mba Colleague at Capital City Financial PartnersCharleston County, South Carolina, United States, United States View → OG Owen Grider Owen Grider Colleague at Capital City Financial PartnersColumbia, South Carolina, United States, United States View → MH Maureen Horan Maureen Horan Colleague at Capital City Financial PartnersUnited States, United States View → KS Katherine Stevens Katherine Stevens Colleague at Capital City Financial PartnersColumbia, South Carolina, United States, United States View → AD Alli Dilloian, Cpa Alli Dilloian, Cpa Colleague at Capital City Financial PartnersColumbia, South Carolina Metropolitan Area, United States View → NO Nate O'Steen Nate O'Steen Colleague at Capital City Financial PartnersAsheville, North Carolina, United States, United States View → KS Katherine Smith Katherine Smith Colleague at Capital City Financial PartnersChapin, South Carolina, United States, United States View → MN Michael Norris, Ii Michael Norris, Ii Colleague at Capital City Financial PartnersColumbia, South Carolina, United States, United States View → JV Jessica Volkle Jessica Volkle Colleague at Capital City Financial PartnersColumbia, South Carolina, United States, United States View → DP David Polson David Polson Colleague at Capital City Financial PartnersColumbia, South Carolina, United States, 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 Jadyn Mcdonough, Ms, Mba, Owen Grider, Maureen Horan, Katherine Stevens, and Alli Dilloian, Cpa.

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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