Robby Schultz, Cfp®, Chfc®, Cpwa®

Robby Schultz, Cfp®, Chfc®, Cpwa® Email and Phone Number

Principal and Wealth Advisor @ Rollins Financial Advisors, LLC
Atlanta, GA, US
Robby Schultz, Cfp®, Chfc®, Cpwa®'s Location
Atlanta, Georgia, United States, United States
Robby Schultz, Cfp®, Chfc®, Cpwa®'s Contact Details

Robby Schultz, Cfp®, Chfc®, Cpwa® work email

Robby Schultz, Cfp®, Chfc®, Cpwa® personal email

n/a

Robby Schultz, Cfp®, Chfc®, Cpwa® phone numbers

About Robby Schultz, Cfp®, Chfc®, Cpwa®

With a long tenure at Rollins Financial Advisors, I have focused on delivering comprehensive wealth management services, including strategic retirement planning and thorough investment analysis. Our team's collaborative approach has enabled us to guide clients successfully through diverse financial landscapes, ensuring their wealth accumulation and management goals are met with precision and a personalized touch.Holding designations as a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, and Certified Private Wealth Advisor® (CPWA®), I have honed my expertise in portfolio management, retirement planning, and tax strategies. This trifecta of credentials underpins my ability to offer nuanced advice that aligns with client's unique needs, from navigating pension options to optimizing Social Security benefits, thus empowering them to make informed retirement decisions.I am also a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the Financial Advisor IQ Leadership Council (2021-present).Specialties: Retirement Planning, Portfolio Management, Investing, College Saving Plans, Corporate Retirement Plans, Taxes, Estate Planning

Robby Schultz, Cfp®, Chfc®, Cpwa®'s Current Company Details
Rollins Financial Advisors, LLC

Rollins Financial Advisors, Llc

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Principal and Wealth Advisor
Atlanta, GA, US
Website:
rollinsfinancial.com
Employees:
14
Robby Schultz, Cfp®, Chfc®, Cpwa® Work Experience Details
  • Rollins Financial Advisors, Llc
    Principal And Wealth Advisor
    Rollins Financial Advisors, Llc
    Atlanta, Ga, Us
    View
  • Rollins Financial Advisors, Llc
    Principal/Wealth Advisor
    Rollins Financial Advisors, Llc Mar 1998 - Present
    Atlanta, Ga, Us
    Advise clients on continuing to accumulate wealth, managing their investments, and being a resource for financial decisions.
    View
  • University Of West Georgia
    Graduate Asst To The Athletic Director
    University Of West Georgia Jun 1996 - Mar 1998
    Carrollton, Georgia, Us
    Served as the Graduate Asst to the Athletic Director and handled all functions in operations and fundraising for the athletic department. From April 1997 to July 1997, I served as the Interim Assistant Athletic Director of Operations and Fundraising.
    View

Robby Schultz, Cfp®, Chfc®, Cpwa® Skills

Investments Financial Advisory Retirement Planning Financial Planning Wealth Management Strategic Planning Portfolio Management

Robby Schultz, Cfp®, Chfc®, Cpwa® Education Details

  • University Of Georgia - Terry College Of Business
    University Of Georgia - Terry College Of Business
    Executive Program In Financial Planning
  • University Of West Georgia
    University Of West Georgia
    Mpa
  • University Of West Georgia
    University Of West Georgia
    Ba
  • Plano Senior High School
    Plano Senior High School
  • Plano Senior High School
    Plano Senior High School

Frequently Asked Questions about Robby Schultz, Cfp®, Chfc®, Cpwa®

What company does Robby Schultz, Cfp®, Chfc®, Cpwa® work for?

Robby Schultz, Cfp®, Chfc®, Cpwa® works for Rollins Financial Advisors, Llc

What is Robby Schultz, Cfp®, Chfc®, Cpwa®'s role at the current company?

Robby Schultz, Cfp®, Chfc®, Cpwa®'s current role is Principal and Wealth Advisor.

What is Robby Schultz, Cfp®, Chfc®, Cpwa®'s email address?

Robby Schultz, Cfp®, Chfc®, Cpwa®'s email address is rs****@****ial.com

What is Robby Schultz, Cfp®, Chfc®, Cpwa®'s direct phone number?

Robby Schultz, Cfp®, Chfc®, Cpwa®'s direct phone number is +140489*****

What schools did Robby Schultz, Cfp®, Chfc®, Cpwa® attend?

Robby Schultz, Cfp®, Chfc®, Cpwa® attended University Of Georgia - Terry College Of Business, University Of West Georgia, University Of West Georgia, Plano Senior High School, Plano Senior High School.

What skills is Robby Schultz, Cfp®, Chfc®, Cpwa® known for?

Robby Schultz, Cfp®, Chfc®, Cpwa® has skills like Investments, Financial Advisory, Retirement Planning, Financial Planning, Wealth Management, Strategic Planning, Portfolio Management.

Who are Robby Schultz, Cfp®, Chfc®, Cpwa®'s colleagues?

Robby Schultz, Cfp®, Chfc®, Cpwa®'s colleagues are Jim Libby, Cecilia Cmeyla, Alexis Chambers, Elizabeth Flores.

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