Ben Schulte
Financial Advisor @Edward Jones
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WORK HISTORY
Financial Advisor @Edward Jones
Business Retirement plans (401(k), SEP, SIMPLE, Owner(k))Portfolio strategiesStock adviceRetirement planning (IRAs, annuities, life insurance)Retirement Account ConsolidationLife Insurance temporary (term) and permanent
EDUCATION
Tulane University
B.S. Biology
San Jose State University
Master of Business Administration (MBA)
ABOUT BEN SCHULTE
As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it\'s planning for retirement, saving for college for children or grandchildren, trying to protect the financial future of the ones that we care the most for, or developing estate and legacy strategies, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys, Insurance Specialists and Agents to execute needed For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
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