Beatrice Schultz, Cfp® Email and Phone Number
Beatrice Schultz, Cfp® work email
- Valid
- Valid
Beatrice Schultz, Cfp® personal email
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.
Westface Financial And Insurance Services
View-
Principal / Cfp®Westface Financial Advisory Sep 2013 - PresentBeatrice is the owner and an investment advisor representative with Westface Financial Advisory, a registered investment advisor
-
Ceo & Business OwnerMoneytrax North America Jul 2018 - PresentBeatrice Schultz, CFP®, BSc, MSM, is the CEO & Owner of MoneyTrax North America Inc., co-founded with Mark Guthrie in 2018
-
Principal / Cfp®Westface Financial And Insurance Services Jan 2006 - PresentUsPrincipal / CFP® -
Principal / Cfp® / College Funding SpecialistWestface College Planning Jan 2010 - PresentVancouver, Wa, Us -
HostCollege Smart Radio - Tackling The Runaway Costs Of College Sep 2012 - PresentCollege Smart Radio – Tackling the Runaway Costs of College, is a radio show which broadcast on 1220am KDOW, The Wall Street Business Network.
-
Business Development Manager - Environmental SystemsApplied Materials Oct 2003 - Sep 2004Santa Clara, Ca, Us -
Marketing ManagerThe Data Systems Group May 2002 - Oct 2003
-
Global Sales ManagerRodel/Rohm And Haas Electronic Materials 1996 - 2000
-
Regional Sales ManagerBalazs Analytical Laboratory Mar 1993 - Sep 1996
Beatrice Schultz, Cfp® Skills
Beatrice Schultz, Cfp® Education Details
-
Boston University - Vrije Universiteit BrusselBusiness -
Queen'S UniversityChemical Engineering
Frequently Asked Questions about Beatrice Schultz, Cfp®
What company does Beatrice Schultz, Cfp® work for?
Beatrice Schultz, Cfp® works for Westface Financial And Insurance Services
What is Beatrice Schultz, Cfp®'s role at the current company?
Beatrice Schultz, Cfp®'s current role is Owner Westface Financial Advisory, Westface Financial and Insurance Services & Westface College Planning.
What is Beatrice Schultz, Cfp®'s email address?
Beatrice Schultz, Cfp®'s email address is bs****@****ial.com
What schools did Beatrice Schultz, Cfp® attend?
Beatrice Schultz, Cfp® attended Boston University - Vrije Universiteit Brussel, Queen's University.
What skills is Beatrice Schultz, Cfp® known for?
Beatrice Schultz, Cfp® has skills like College Education Planning, Financial Planning, Cfp, Certified Financial Planner, Retirement Planning, Wealth Accumulation Strategies, Wealth Preservation Planning.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial