Broker Check
Rob Schultz, CFP®

Rob Schultz, CFP®

Financial Planner

Rob Schultz has developed a practice of working with established physicians who are now located throughout the country. He began working with physicians over 10 years ago, providing financial advice and services from residency through retirement. He has developed long-term relationships that mature with their growing practices. As a recognized and frequent speaker at residency programs in Southern California, San Francisco, Nevada, and Arizona, Rob is always current on the challenges facing physicians.

Financial plans are unique to each physician and his or her area of practice. The typical client relationship encompasses a comprehensive initial meeting to assess the client's goals and needs. Recommendations are made to lead the client down the path of accomplishing those objectives. A comprehensive investment plan is then implemented and risk management analysis is performed. After the initial planning, ongoing monitoring is recommended to keep up with changing market conditions, tax code, and the client's personal situation.