Role of a CDFA® Explained

Описание: Explaining my role to you as a CDFA®

For Business Inquiries: [email protected]
For Financial Advice: http://robschultzwealth.com

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About Rob Schultz:

For over 20 years my passion has been working with physicians throughout the country to provide financial advice and services; From Residency through Retirement. Over the years, I have developed trusting and long-lasting relationships that mature with every physician’s unique growing practice. I have had the privilege of being a recognized and frequent speaker at residency programs in California, Nevada, & Arizona, which allows me to stay current on all of the challenges facing physicians. Financial Plans are unique to each physician and his or her area of practice.

The typical client relationship encompasses a thorough initial meeting to assess your goals and needs. Recommendations are made to lead you down the path of accomplishing those objectives. A comprehensive investment plan is then implemented, and risk management analysis is performed. After the preliminary planning, ongoing monitoring is recommended to keep up with changing market conditions, tax code, and your personal situation.

One of the things I am most proud of is my volunteer work coaching Special Olympics skiing and golf. I have always believed that if we are fortunate enough to have insight and opportunities, then we are in a great position to give back.

Thank you again for taking the time to read this – if you’d like to connect, please feel free.