Beatrice Schultz, Cfp® Email & Phone Number

35 years of experience in personal financial services and international corporate business.As Principal of Westface Financial Advisory & Westface Financial and Insurance Services, I strive to offer our clients independent, practical, and honest financial planning, investment advice, and insurance strategies.Through the use of detailed financial modeling we optimize financial strategies for college funding, retirement saving, retirement spending, personal and small business self-financing, and investment portfolio management.www.westfacefinancial.comwww.westfacecollegeplanning.com720 SE 160th Avenue Ste 103 #512 | Vancouver WA 98684 | 360.818.7726_______________________________________________________________________________Specialties:Comprehensive Financial PlanningCollege Financial PlanningRetirement Accumulation and DistributionIndependent Investment and Insurance StrategiesProfessional Training to Financial AdvisersInvestment advisory services offered through Westface Financial Advisory. Paceline LLC, dba Westface Financial Advisory is a registered investment adviser in the States of Washington, California and Oregon. We may not transact business in states where we are not appropriately registered, excluded or exempted from registration. Individual responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Representatives are licensed to offer insurance and annuities in WA, AZ, CA, CO, OR and NV.

Listed skills include College Education Planning, Financial Planning, Cfp, Certified Financial Planner, and 3 others.