Beatrice Schultz, Cfp®

Beatrice Schultz, Cfp® Email and Phone Number

Owner Westface Financial Advisory, Westface Financial and Insurance Services & Westface College Planning @ Westface Financial and Insurance Services
Beatrice Schultz, Cfp®'s Location
Vancouver, Washington, United States, United States
Beatrice Schultz, Cfp®'s Contact Details

Beatrice Schultz, Cfp® work email

Beatrice Schultz, Cfp® personal email

n/a
About Beatrice Schultz, Cfp®

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.

Beatrice Schultz, Cfp®'s Current Company Details
Westface Financial and Insurance Services

Westface Financial And Insurance Services

View
Owner Westface Financial Advisory, Westface Financial and Insurance Services & Westface College Planning
Beatrice Schultz, Cfp® Work Experience Details
  • Westface Financial Advisory
    Principal / Cfp®
    Westface Financial Advisory Sep 2013 - Present
    Beatrice is the owner and an investment advisor representative with Westface Financial Advisory, a registered investment advisor
  • Moneytrax North America
    Ceo & Business Owner
    Moneytrax North America Jul 2018 - Present
    Beatrice Schultz, CFP®, BSc, MSM, is the CEO & Owner of MoneyTrax North America Inc., co-founded with Mark Guthrie in 2018
  • Westface Financial And Insurance Services
    Principal / Cfp®
    Westface Financial And Insurance Services Jan 2006 - Present
    Us
    Principal / CFP®
  • Westface College Planning
    Principal / Cfp® / College Funding Specialist
    Westface College Planning Jan 2010 - Present
    Vancouver, Wa, Us
  • College Smart Radio - Tackling The Runaway Costs Of College
    Host
    College Smart Radio - Tackling The Runaway Costs Of College Sep 2012 - Present
    College Smart Radio – Tackling the Runaway Costs of College, is a radio show which broadcast on 1220am KDOW, The Wall Street Business Network.
  • Applied Materials
    Business Development Manager - Environmental Systems
    Applied Materials Oct 2003 - Sep 2004
    Santa Clara, Ca, Us
  • The Data Systems Group
    Marketing Manager
    The Data Systems Group May 2002 - Oct 2003
  • Rodel/Rohm And Haas Electronic Materials
    Global Sales Manager
    Rodel/Rohm And Haas Electronic Materials 1996 - 2000
  • Balazs Analytical Laboratory
    Regional Sales Manager
    Balazs Analytical Laboratory Mar 1993 - Sep 1996

Beatrice Schultz, Cfp® Skills

College Education Planning Financial Planning Cfp Certified Financial Planner Retirement Planning Wealth Accumulation Strategies Wealth Preservation Planning

Beatrice Schultz, Cfp® Education Details

  • Boston University - Vrije Universiteit Brussel
    Boston University - Vrije Universiteit Brussel
    Business
  • Queen'S University
    Queen'S University
    Chemical 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.

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