Rob Schulz Email & Phone Number
President and Investment Adviser @ Schulz Wealth
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Rob Schulz Location
- Texas, United States
Rob Schulz Work
- President and Investment Adviser @ (September 2013 - Present)
- Professional Speaker @ (August 2019 - March 2025)
- President and Investment Advisor @ First Texas Financial Services, Inc. (February 2000 - October 2014)
- Adjunct Professor @ (June 2008 - May 2012)
- Adjunct Instructor @ (January 2002 - January 2004)
- Registered Representative @ (November 1994 - February 2000)
- Surface Warfare Officer @ (May 1990 - May 1994)
Rob Schulz Education
- Texas McCombs School of Business
BBA (Accounting)
1985-1990
Rob Schulz Skills
- Retirement Planning
- Investments
- Wealth Management
- Finance
- Strategic Planning
- Training
- Leadership
- Strategic Financial Planning
- Financial Analysis
- Risk Management
- Insurance
- Series 7
- Small Business
- Public Speaking
- Portfolio Management
- Team Building
- Analysis
- Financial Modeling
- Financial Services
- Nonprofits
- Asset Managment
- Leadership Development
- Operations Management
- Management Consulting
- Strategy
- Non-profits
- Executive Management
- Personal Financial Planning
- 401k
- Retirement Plan Consulting
- Qualified Retirement Plans
- Management
- Fiduciary
- Certified Financial Planner
- Non Profits
- Income
Rob Schulz Summary
- Rob Schulz, based in Texas, United States, is currently a President and Investment Adviser at Schulz Wealth. Rob Schulz brings experience from previous roles at Vistage Worldwide, Inc., First Texas Financial Services, Inc., University of Texas at Arlington and Texas Christian University. Rob Schulz holds a 1985 - 1990 BBA in Accounting @ Texas McCombs School of Business. With a robust skill set that includes Retirement Planning, Investments, Wealth Management, Finance, Strategic Planning and more. Rob Schulz has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Schulz Wealth Employees
Rob Schulz
President and Investment Adviser
Texas, United States
Austin Smith
Principal, EVP, CIO
Mansfield, TX, US
Krystal Lafollette
Financial Planning Associate
United States
Garret Smith
office assistant
Mansfield, TX, US
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