Kathy Shultz, Mba, Cfp®

Kathy Shultz, Mba, Cfp® Email and Phone Number

Financial Advice to 1st Generation American and Immigrant Families @
Kathy Shultz, Mba, Cfp®'s Location
Beaverton, Oregon, United States, United States
Kathy Shultz, Mba, Cfp®'s Contact Details

Kathy Shultz, Mba, Cfp® work email

Kathy Shultz, Mba, Cfp® personal email

Kathy Shultz, Mba, Cfp® phone numbers

About Kathy Shultz, Mba, Cfp®

Kathy Shultz, Mba, Cfp® is a Financial Advice to 1st Generation American and Immigrant Families at Shultz Financial Planning. She possess expertise in fluent in english and chinese, specialize in planning for first generation american families, planning for immigrant families, focus on baby boomers and pre retirees, finance. She is proficient in Mandarin Chinese.

Kathy Shultz, Mba, Cfp®'s Current Company Details
Shultz Financial Planning

Shultz Financial Planning

Financial Advice to 1st Generation American and Immigrant Families
Kathy Shultz, Mba, Cfp® Work Experience Details
  • Shultz Financial Planning
    Owner
    Shultz Financial Planning Jul 2010 - Present
    1915 Nw Amberglen Pkwy, 4/F., Beaverton, Or 97006
    Financial Advice to First Generation American and Immigrant Families. Fee-Only, independent, objective advice.
  • Edward Jones
    Financial Advisor
    Edward Jones Jan 2008 - Mar 2010
    View
  • Ubs Wealth Management
    Financial Advisor
    Ubs Wealth Management 2006 - 2007
    View
  • Tektronix
    Product Marketing Manager
    Tektronix 1998 - 2003
    View

Kathy Shultz, Mba, Cfp® Skills

Fluent In English And Chinese Specialize In Planning For First Generation American Families Planning For Immigrant Families Focus On Baby Boomers And Pre Retirees Finance

Kathy Shultz, Mba, Cfp® Education Details

Frequently Asked Questions about Kathy Shultz, Mba, Cfp®

What company does Kathy Shultz, Mba, Cfp® work for?

Kathy Shultz, Mba, Cfp® works for Shultz Financial Planning

What is Kathy Shultz, Mba, Cfp®'s role at the current company?

Kathy Shultz, Mba, Cfp®'s current role is Financial Advice to 1st Generation American and Immigrant Families.

What is Kathy Shultz, Mba, Cfp®'s email address?

Kathy Shultz, Mba, Cfp®'s email address is ka****@****ail.com

What is Kathy Shultz, Mba, Cfp®'s direct phone number?

Kathy Shultz, Mba, Cfp®'s direct phone number is +150364*****

What schools did Kathy Shultz, Mba, Cfp® attend?

Kathy Shultz, Mba, Cfp® attended Portland State University - School Of Business, Concordia University-Portland, Our Lady Of The Rosary College.

What skills is Kathy Shultz, Mba, Cfp® known for?

Kathy Shultz, Mba, Cfp® has skills like Fluent In English And Chinese, Specialize In Planning For First Generation American Families, Planning For Immigrant Families, Focus On Baby Boomers And Pre Retirees, Finance.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

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.