Rob Schulz
President @ Schulz Wealth | Fiduciary Financial Planning & Wealth Management Advisor | Author of Thoughts on Things Financial: Your Guide to a Chaotic Money World
- Role
- President & Investment Adviser at Schulz Wealth
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Rob Schulz
My aspiration in life: To make a positive impact on as many lives as possible. It…
Experience
President & Investment Adviser
Sep 2013 — Present · Fort Worth, TX, US
As President of Schulz Wealth, and alongside my team, I provide fee-only fiduciary financial planning and wealth management services to help business owners create a plan to enjoy a worry-free retirement.Our services include: Comprehensive Financial Planning, Wealth Management, and 401(k) Plan Consulting.
Skills
- Strategic Planning
- Strategic Financial Planning
- Finance
- Qualified Retirement Plans
- Executive Management
- Financial Modeling
- Operations Management
- Team Building
- Management
- Public Speaking
- Training
- Asset Managment
- Strategy
- Retirement Plan Consulting
- Portfolio Management
- Wealth Management
- Risk Management
- Non-Profits
- Leadership
- Financial Analysis
- Personal Financial Planning
- Series 7
- Retirement Planning
- Insurance
- Management Consulting
- Financial Services
- Investments
- Leadership Development
- Small Business
- 401k
- Analysis
- Nonprofits
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