Brian Schultz Email & Phone Number
President and Financial Advisor
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Brian Schultz Location
- East Syracuse, NY, US
Brian Schultz Work
- 2012 -now President and Financial Advisor @ Choice Point Advisors LLC
- 2014 -2025 Board Member @ Bishop Grimes Jr./Sr. High School Board of Directors
- 2020 -2024 Chief Executive Officer @ Centro
- 2004 -2022 Volunteer Firefighter and EMT @ DeWitt Fire Department
- 2006 -2022 Commissioner @ DeWitt Fire District Board of Fire Commissioners
- 2004 -2020 Chairman of the Board of Directors @
- 2010 -2013 Councilor @ Town of DeWitt
- 1997 -2012 Financial Advisor @
- 2001 -2010 Registered Principal @
- 2000 -2010 Branch Manager @
Brian Schultz Skills
- Financial Analysis
- Risk Management
- Finance
- Small Business
- Leadership
- Investment Strategies
- FINRA
- Series 7
- Financial Advisory
- Portfolio Management
- Insurance
- Estate Planning
- Public Speaking
- Wealth Management
- Strategic Planning
- Investments
- Retirement
- Securities
- Retirement Planning
- Customer Service
Brian Schultz Summary
- Brian Schultz, based in East Syracuse, NY, US, is currently a President and Financial Advisor at Choice Point Advisors LLC. Brian Schultz brings experience from previous roles at Bishop Grimes Jr./Sr. High School Board of Directors, Centro, DeWitt Fire Department and DeWitt Fire District Board of Fire Commissioners. With a robust skill set that includes Financial Analysis, Risk Management, Finance, Small Business, Leadership and more. Brian Schultz has 1 emails and 1 mobile phone numbers on RocketReach.
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