P: 310 475 5854
F: 818 304 7147
Rob Schultz is a seasoned Financial Planner with over 19 years of experience working in the financial services industry. As a Certified Financial Planner®, Rob specializes in wealth management, retirement income planning, investment strategies, college planning, and multigenerational estate transfer. Rob has built a unique practice niche focusing on physicians nationwide. For the past decade, Robert has provided sound and objective financial advice and services for physicians beginning with residency and through retirement thereafter.
Rob demonstrates a personable yet professional bedside manner that is essential to working with his specialty practice. Rob also brings with him the expertise, knowledge, and understanding of the medical profession allowing him to better serve his clients in helping them to discover and achieve their long-term financial legacy.
Rob frequents and speaks at CME conferences and residency programs in Southern California, San Francisco, and Nevada helping him to remain current and up-to-date on the challenges facing physicians. Robert has been quoted and featured in national and local publications including The Wall Street Journal, financial websites, and Ventura Boulevard Magazine.
Robert’s credentials include:
• BA, University of Colorado
• Professional designation in Personal Financial Planning PFP, University of California Los Angeles
• Certified Financial Planner (CFP®)
Rob is an active member of his community and enjoys helping others. He works with children’s charitable organizations including the Boy Scouts and the Special Olympics ski and golf Team.
Robert is a native Californian and is happily married with two young children. He values fitness and a healthy lifestyle, particularly enjoying mountain biking, racquetball, soccer, marathons, and mountaineering.