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Robert Schultz Email & Phone Number
Principal and Wealth Manager
at
Capstone Wealth Management Group LLC
1 work email found
@capstone-wealth.com
2 phones found area 570
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 71%
Current company
Role
Principal and Wealth Manager
Location
Clarks Summit, Pennsylvania, United States
Company size
Who is Robert Schultz? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Robert Schultz is listed as Principal and Wealth Manager at Capstone Wealth Management Group LLC, a company with 9 employees, based in Clarks Summit, Pennsylvania, United States. AeroLeads shows a work email signal at capstone-wealth.com, phone signal with area code 570, and a matched LinkedIn profile for Robert Schultz.
Robert Schultz previously worked as Financial Advisor at Prudential Securities.
Company email context
Email format at Capstone Wealth Management Group LLC
This section adds company-level context without repeating Robert Schultz's masked contact details.
{first_initial}{last}@capstone-wealth.com
89% confidence
AeroLeads found 1 current-domain work email signal for Robert Schultz. Compare company email patterns before reaching out.
Profile bio
About Robert Schultz
I am passionate about working with my clients and want them to experience financial confidence now and into retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection, as well as taxes. I also will ask targeted questions and listen closely to your answers in regards to your financial horizon. I strive for all of my clients to feel confident in the advice I am providing, and understand how it relates to each of their personal financial goals. Areas of Focus:-Retirement Planning Strategies-Wealth Preservation Strategies-Retirement Plan Distribution-Insurance-Tax Planning Strategies-Estate Planning Strategies-Retirement Income Strategies-IRA Rollover-Social Security Retirement Benefits-Family Finances-Investments
Current workplace
Robert Schultz's current company
Company context helps verify the profile and gives searchers a useful next step.
Capstone Wealth Management Group Llc
3 roles
Robert Schultz work experience
A career timeline built from the work history available for this profile.
Principal And Wealth Manager
CurrentCapstone Wealth Management Group LLC, Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through Capstone Wealth Management Group, LLC, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered.
Oct 2002 - Present
Financial Advisor
Prudential Securities
Sep 1999 - Oct 2002
Team & coworkers
Colleagues at Capstone Wealth Management Group LLC
Other employees you can reach at capstone-wealth.com. View company contacts for 9 employees →
MP
Michael Papi
Colleague at Capstone Wealth Management Group Llc
Fort Mill, South Carolina, United States, United States
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RC
Richard Condeelis Jr., Cfp®
Colleague at Capstone Wealth Management Group Llc
Moosic, Pennsylvania, United States, United States
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TC
Theresa Chekan
Colleague at Capstone Wealth Management Group Llc
Archbald, Pennsylvania, United States, United States
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MK
Mckenzie Kupchik
Colleague at Capstone Wealth Management Group Llc
Moscow, Pennsylvania, United States, United States
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Michael Papi
Colleague at Capstone Wealth Management Group Llc
Fort Mill, South Carolina, United States, United States
View →
RC
Richard Condeelis Jr., Cfp®
Colleague at Capstone Wealth Management Group Llc
Moosic, Pennsylvania, United States, United States
View →
TC
Theresa Chekan
Colleague at Capstone Wealth Management Group Llc
Archbald, Pennsylvania, United States, United States
View →
MK
Mckenzie Kupchik
Colleague at Capstone Wealth Management Group Llc
Moscow, Pennsylvania, United States, United States
View →
FAQ
Frequently asked questions about Robert Schultz
Quick answers generated from the profile data available on this page.
What company does Robert Schultz work for?
Robert Schultz works for Capstone Wealth Management Group LLC.
What is Robert Schultz's role at Capstone Wealth Management Group LLC?
Robert Schultz is listed as Principal and Wealth Manager at Capstone Wealth Management Group LLC.
What is Robert Schultz's email address?
AeroLeads has found 1 work email signal at @capstone-wealth.com for Robert Schultz at Capstone Wealth Management Group LLC.
What is Robert Schultz's phone number?
AeroLeads has found 2 phone signal(s) with area code 570 for Robert Schultz at Capstone Wealth Management Group LLC.
Where is Robert Schultz based?
Robert Schultz is based in Clarks Summit, Pennsylvania, United States while working with Capstone Wealth Management Group LLC.
What companies has Robert Schultz worked for?
Robert Schultz has worked for Capstone Wealth Management Group Llc and Prudential Securities.
Who are Robert Schultz's colleagues at Capstone Wealth Management Group LLC?
Robert Schultz's colleagues at Capstone Wealth Management Group LLC include Michael Papi, Richard Condeelis Jr., Cfp®, Theresa Chekan, and Mckenzie Kupchik.
How can I contact Robert Schultz?
You can use AeroLeads to view verified contact signals for Robert Schultz at Capstone Wealth Management Group LLC, including work email, phone, and LinkedIn data when available.
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