Richard Schultz CFP®

"Helping people experience the type of retirement they want is my primary focus."

Richard's story

Founder and President, Richard Schultz has been providing investment advisory services to individuals and families for over 20 years. Richard’s credentials include:

Richard obtained a bachelor’s degree in Computer Science from Moorhead State University, Minnesota in 1981 and moved to Southern California where he worked as a software engineer, designing application software for aerospace and medical diagnostic instruments.

After several years of successfully managing his own investment portfolios, Richard realized he’d found his passion.

In 1990, he enrolled in the Certified Financial Planner Educational Program, obtained a Series 7 securities license, and began working as a registered representative for an independent brokerage firm. After several years, Richard earned his Certified Financial Planner™ designation and launched Schultz Financial Management, an independent fee-based financial planning practice in 1995.

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