Robert M. Schultz, CFP®, PFP

Robert M. Schultz, CFP®, PFP

Financial Advisor

Phone: (310) 475-5854 x761
Fax: (310) 207-1628
E-mail:


 

 
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.
 
The typical client relationship encompasses comprehensive initial meeting to assess client goals and needs then makes recommendations to start down the path of accomplishing those goals and needs. Implementation of a comprehensive investment plan and a risk management analysis is the next step. After the initial planning, ongoing monitoring is recommended to keep up with changing market conditions, tax code, and the client’s personal situation.