Beatrice Schultz
Owner Westface Financial Advisory, Westface Financial and Insurance Services & Westface College Planning
- Role
- Principal Cfp College Funding Specialist at Westface College Planning
- Location
- Vancouver, WA, US
- LinkedIn followers
- 500 followers
About Beatrice Schultz
35 years of experience in personal financial services and international corporate business.As Principal of Westface Financial Advisory & Westface Financial and Insurance Services, I strive to offer our clients independent, practical, and honest financial planning, investment advice, and insurance strategies.Through the use of detailed financial modeling we optimize financial strategies for college funding, retirement saving, retirement spending, personal and small business self-financing, and investment portfolio SE 160th Avenue Ste 103 #512 | Vancouver WA 98684 | Financial PlanningCollege Financial PlanningRetirement Accumulation and DistributionIndependent Investment and Insurance StrategiesProfessional Training to Financial AdvisersInvestment advisory services offered through Westface Financial Advisory. Paceline LLC, dba Westface Financial Advisory is a registered investment adviser in the States of Washington, California and Oregon. We may not transact business in states where we are not appropriately registered, excluded or exempted from registration. Individual responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Representatives are licensed to offer insurance and annuities in WA, AZ, CA, CO, OR and NV.
Experience
Principal Cfp College Funding Specialist
Jan 2010 — Present
Education
Boston University - Vrije Universiteit Brussel
MScM, Business
1991 — 1993
Queen's University
BSc, Chemical Engineering
1983 — 1987
Skills
- Cfp®
- College Education Planning
- Retirement Planning
- Wealth Accumulation Strategies
- Financial Planning
- Wealth Preservation Planning
- Certified Financial Planner™
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