Jeff Schultz Email & Phone Number
Certified Financial Planner Professional and Owner @ Schultz Financial Services, Inc.
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Jeff Schultz Location
- Scappoose, OR, US
Jeff Schultz Work
- 2013 -now Certified Financial Planner Professional and Owner @
- 2020 -now Financial and Legal Intern @
- 2012 -2017 Certified Financial Plannerâ Professional @
- 2008 -2012 Certified Financial Plannerâ Professional @ Pacific West Financial Group
- 1999 -2011 Certified Financial Plannerâ Professional @ Columbia Shores Financial
Jeff Schultz Education
- College for Financial Planning
Master of Science (Personal Financial Planning)
2002-2007 - Oregon State University
Bachelor of Science (Business Administration - Options in Finance & MIS)
1994-1999
Jeff Schultz Skills
- Alternative Investments
- Estate Planning
- Social Security Review
- Fixed Annuities
- Bonds
- Retirement Income Strategies
- Retirement Planning
- Financial Planning
- 401k
- Rollovers
- Investment Advisory
- Roth IRA
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Time Deposit Cd Alternatives
- Retirement Income Evaluation
- Investment Strategies
- Stocks
- Veterans Pension
- College Savings Plans
- Certified Financial Planner
- Long Term Care Insurance
- 401k Rollovers
- Time Deposit Alternatives
Jeff Schultz Summary
- Jeff Schultz, based in Scappoose, OR, US, is currently a Certified Financial Planner Professional and Owner at Schultz Financial Services, Inc.. Jeff Schultz brings experience from previous roles at Change Path, Cetera Advisors LLC, Pacific West Financial Group and Columbia Shores Financial. Jeff Schultz holds a 2002 - 2007 Master of Science in Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Alternative Investments, Estate Planning, Social Security Review, Fixed Annuities, Bonds and more. Jeff Schultz has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Schultz Financial Services, Inc. Employees
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