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Richard Schultz

CFP®
Schultz Financial Management Corporation
Cupertino, CA
Active Portfolio Management
Score:
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Meet Richard

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Introduction to Schultz Financial Management Corp - Richard Schultz
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Benefits of Active Portfolio Management - Richard Schultz
Video Transcripts

Richard Schultz has been providing investment advisory services to individuals and families for over 20 years. Richard holds a bachelor’s degree in Computer Science and worked as a software engineer prior to becoming a financial advisor.

In 1995, Richard obtained his Certified Financial Planner™ designation and launched Schultz Financial Management, an independent fee-based financial and investment management practice.

Since 2001, he has been a member of the National Association of…

Richard Schultz has been providing investment advisory services to individuals and families for over 20 years. Richard holds a bachelor’s degree in Computer Science and worked as a software engineer prior to becoming a financial advisor.

In 1995, Richard obtained his Certified Financial Planner™ designation and launched Schultz Financial Management, an independent fee-based financial and investment management practice.

Since 2001, he has been a member of the National Association of Personal Financial Advisors (“NAPFA”), an association of fee-only financial planners. Richard has been a member of the National Association of Active Investment Managers (“NAAIM”) since 2011. He is a 5 star rated advisor in the Paladin Registry and also listed as an approved MD Preferred Services™ provider to medical doctors.

Richard’s firm, Schultz Financial Management serves over 70 clients with more than $75 million in assets under management.


Aside from our Cupertino office, we also have an office in Orange County (1171 Appian Way, North Tustin, CA 92705), so we are available to meet at whichever office is more convenient for you.


Services offered

Investment management
Retirement planning
Tax planning
Estate planning

Experience with

Small business owners
Medical professionals
Other professions

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors

Education

Bachelors
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