Robert M. Schultz, CFP®, PFPFinancial Advisor
Phone: (310) 475-5854 x761
Experience: With the firm since 1999
Education: B.S. University of Colorado, Boulder
P.F.P. (Professional Designation in Personal Financial
Planning), University of California, Los Angeles
Specialization: Physicians from residency to retirement
Entertainment- Both creative and executive
Focus Areas: Investments & Portfolio Management
Disability, life, and health insurance
Group Benefits (retirement and insurance planning)
Community
Involvement: Arcadia Chamber of Commerce
Boy Scouts of America: Merit badge counselor
Special Olympics: Skiing and golf coach
Adopt a School Program: Past executive director
Rob Schultz has developed a practice of working with established physicians who are now located throughout the country. He provides counseling to physicians in training and has developed trusting relationships with physicians in training that mature with their practices. As a recognized and frequent speaker at residency programs in Southern California out to San Francisco, Nevada, and Arizona, Rob is always current on the challenges facing physicians in training.
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The financial advisors at NWF Advisory are Registered Representatives of and offer securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TX, UT, VA, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced. Many of the advisors at NWF Advisory are also separately investment advisor representatives under NWF Advisory Services, Inc., a Registered Investment Advisor registered with the Securities and Exchange Commission. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: California, Texas Important Consumer Information: A broker-dealer, an investment adviser, a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. Offices Throughout California, U.S.A. |
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