Julie  Schatz

Julie Schatz

| CFP®

Investors Capital Management, LLC

(866) 966-9291

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Fee Only Financial Planner Located in Menlo Park, CA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

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1100 Alma St.
Suite 200
Menlo Park, CA 94025

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Julie Schatz is a Menlo Park, CA Fee-Only Financial Planner serving Menlo Park and all surrounding areas. Investor's Capital Management, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Julie Schatz is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

My Experience with a Financial Planner

My husband and I sought out a financial planner for the first time after getting married in the mid 90s. My husband’s family and my family handle money quite a bit differently. I felt it was important for the two of us to get on the same page and work together toward our goals. We signed up with one of the big financial institutions which was a good experience and helped us get on track. Along the way though, I identified a couple of shortcomings of these “big company” services:

  1. Generally, more costly in-house mutual funds and/or front-end loaded mutual funds were recommended over other funds because the commissions and fees were better for the company, not necessarily better for me, the investor.
  2. The portfolio they designed for us was more risky than necessary and yet our investment returns did not compensate us for this extra risk.

My Commitment to You

I enjoy people! I am passionate about helping you become a good steward of your assets and become at ease with all aspects of your financial life. I use my skills, experience and dedication to provide you highly personalized advice with the utmost level of quality and integrity.

Education

I am a CERTIFIED FINANCIAL PLANNER™. Unlike many other acronyms used in the financial services business, the CFP® is the most highly regarded. I also continuously improve and update my skills through additional coursework and monthly professional meetings throughout the year. Prior to becoming a CERTIFIED FINANCIAL PLANNER™, I obtained a BS degree in Mechanical Engineering from the University of Notre Dame and worked for over 20 years; first as a Field Engineer then later in Technical Sales for various chemical companies.

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We can help with the answers!

Our clients have been in your shoes. As a team of dedicated, fee-only financial advisers we have helped them achieve their goals. We have a passion for providing advice to help individuals and families build secure financial futures and pursue their passions.

We understand that achieving goals requires discipline and balance. As your financial partner, we combine smart asset management with personalized financial planning to create goal driven solutions. These solutions let you focus on your personal objectives and build your financial confidence.

You don’t have to be born wealthy to build a secure life. Clear, independent and objective advice from a fee-only advisor can move you from endless worrying to feeling secure about the future. We believe that small actions over time can make a huge difference to your financial health. And we stand with you to build that future!

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