Check the background of this financial professional on FINRA's BrokerCheck.
Rob Schultz, CFP®, PFP

About Rob Schultz, CFP® with NWF Advisory

Rob Schultz has developed a practice of working with established physicians who are now located throughout the country. He began working with physicians over 10 years ago, providing financial advice and services from residency through retirement. He has developed trusting relationships that mature with their growing practices. As a recognized and frequent speaker at residency programs in Southern California, San Francisco, Nevada, and Arizona, Rob is always current on the challenges facing physicians. 

Financial plans are unique to each physician and his or her area of practice. The typical client relationship encompasses a comprehensive initial meeting to assess the client's goals and needs. Recommendations are made to lead the client down the path of accomplishing those objectives. A comprehensive investment plan is then implemented and risk management analysis is performed. After the initial planning, ongoing monitoring is recommended to keep up with changing market conditions, tax code, and the client's personal situation. 


Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Facebook  Go to Twitter  


 
 
 

Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through NWF Advisory Services Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. Certain insurance products offered through New World Financial & Insurance Services, Inc., an entity not affiliated with Royal Alliance Associates, Inc. or registered as a broker/dealer or investment advisor.



This communication is strictly intended for individuals residing in the state(s) of AL, AZ, CA, CO, IL, ME, MA, NV, NM, NY, OR, PA, PR, TX, WA and WY. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.