Financial Planner and Associate Wealth Advisor @ (September 2024 - September 2025)
Financial Planner and Associate Wealth Advisor @ (March 2023 - August 2024)
Financial Planner @ (January 2021 - March 2023)
Intern @ (December 2019 - August 2020)
Extern @ (October 2019 - November 2019)
Intern @ (June 2018 - August 2018)
April Schultz Education
San Diego State University
Bachelor of Science - BS (Financial Planning and Services)
2021
April Schultz Skills
Microsoft Excel
Leadership
Microsoft Word
Microsoft PowerPoint
Project Management
Public Speaking
Management
Marketing
Sales
Salesforce
eMoney
Microsoft Office
Customer Service
Time Management
Teamwork
Communication
Interpersonal Skills
April Schultz Summary
April Schultz, based in San Diego, CA, US, is currently a Senior Associate Wealth Advisor at Focus Partners Wealth. April Schultz brings experience from previous roles at Focus Partners Wealth, HoyleCohen Wealth Management and SagePoint Financial. April Schultz holds a Bachelor of Science - BS in Financial Planning and Services @ San Diego State University. With a robust skill set that includes Microsoft Excel, Leadership, Microsoft Word, Microsoft PowerPoint, Project Management and more. April Schultz has 2 emails and 2 mobile phone numbers on RocketReach.
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