Robby Schultz, Cfp®, Chfc®, Cpwa® Email & Phone Number
@rollinsfinancial.com
2 phones found area 404
LinkedIn matched
Who is Robby Schultz, Cfp®, Chfc®, Cpwa®? Overview
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Robby Schultz, Cfp®, Chfc®, Cpwa® is listed as Principal and Wealth Advisor at Rollins Financial Advisors, LLC, a with 14 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at rollinsfinancial.com, phone signal with area code 404, and a matched LinkedIn profile for Robby Schultz, Cfp®, Chfc®, Cpwa®.
Robby Schultz, Cfp®, Chfc®, Cpwa® previously worked as Principal/Wealth Advisor at Rollins Financial Advisors, Llc and Graduate Asst to the Athletic Director at University Of West Georgia. Robby Schultz, Cfp®, Chfc®, Cpwa® holds Executive Program In Financial Planning from University Of Georgia - Terry College Of Business.
Email format at Rollins Financial Advisors, LLC
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AeroLeads found 1 current-domain work email signal for Robby Schultz, Cfp®, Chfc®, Cpwa®. Compare company email patterns before reaching out.
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
Listed skills include Investments, Financial Advisory, Retirement Planning, Financial Planning, and 3 others.
Robby Schultz, Cfp®, Chfc®, Cpwa®'s current company
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Robby Schultz, Cfp®, Chfc®, Cpwa® work experience
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Principal/Wealth Advisor
CurrentAdvise clients on continuing to accumulate wealth, managing their investments, and being a resource for financial decisions.
Graduate Asst To The Athletic Director
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.
Colleagues at Rollins Financial Advisors, LLC
Other employees you can reach at rollinsfinancial.com. View company contacts for 14 employees →
Jim Libby
Colleague at Rollins Financial Advisors, LlcAtlanta, Georgia, United States
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Elizabeth Flores
Colleague at Rollins Financial Advisors, LlcUnited States
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Cecilia Cmeyla
Colleague at Rollins Financial Advisors, LlcDecatur, Georgia, United States
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Alexis Chambers
Colleague at Rollins Financial Advisors, LlcAtlanta, Georgia, United States
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Robby Schultz, Cfp®, Chfc®, Cpwa® education
Executive Program In Financial Planning
Mpa
Ba
Education record
Education record
Frequently asked questions about Robby Schultz, Cfp®, Chfc®, Cpwa®
Quick answers generated from the profile data available on this page.
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 Rollins Financial Advisors, LLC?
Robby Schultz, Cfp®, Chfc®, Cpwa® is listed as Principal and Wealth Advisor at Rollins Financial Advisors, LLC.
What is Robby Schultz, Cfp®, Chfc®, Cpwa®'s email address?
AeroLeads has found 1 work email signal at @rollinsfinancial.com for Robby Schultz, Cfp®, Chfc®, Cpwa® at Rollins Financial Advisors, LLC.
What is Robby Schultz, Cfp®, Chfc®, Cpwa®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 404 for Robby Schultz, Cfp®, Chfc®, Cpwa® at Rollins Financial Advisors, LLC.
Where is Robby Schultz, Cfp®, Chfc®, Cpwa® based?
Robby Schultz, Cfp®, Chfc®, Cpwa® is based in Atlanta, Georgia, United States while working with Rollins Financial Advisors, LLC.
What companies has Robby Schultz, Cfp®, Chfc®, Cpwa® worked for?
Robby Schultz, Cfp®, Chfc®, Cpwa® has worked for Rollins Financial Advisors, Llc and University Of West Georgia.
Who are Robby Schultz, Cfp®, Chfc®, Cpwa®'s colleagues at Rollins Financial Advisors, LLC?
Robby Schultz, Cfp®, Chfc®, Cpwa®'s colleagues at Rollins Financial Advisors, LLC include Jim Libby, Elizabeth Flores, Cecilia Cmeyla, and Alexis Chambers.
How can I contact Robby Schultz, Cfp®, Chfc®, Cpwa®?
You can use AeroLeads to view verified contact signals for Robby Schultz, Cfp®, Chfc®, Cpwa® at Rollins Financial Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Robby Schultz, Cfp®, Chfc®, Cpwa® attend?
Robby Schultz, Cfp®, Chfc®, Cpwa® holds Executive Program In Financial Planning from University Of Georgia - Terry College Of Business.
What skills is Robby Schultz, Cfp®, Chfc®, Cpwa® known for?
Robby Schultz, Cfp®, Chfc®, Cpwa® is listed with skills including Investments, Financial Advisory, Retirement Planning, Financial Planning, Wealth Management, Strategic Planning, and Portfolio Management.
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