Kathy  Shultz

Kathy Shultz

| CFP®, MBA

Shultz Financial Planning LLC.

Fee-Only Financial Planner serving the Beaverton and Metro Portland Oregon area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Multigenerational Planning

Visit Us

1915 NW Amberglen Pkwy
Ste 400
Beaverton, OR 97006

Kathy Shultz is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Kathy Shultz is a Fee Only Financial planner in Beaverton, OR. Kathy Shultz is a NAPFA-Registered Financial Advisor.

Born and raised in Hong Kong, Kathy speaks fluent Chinese (Cantonese) and English. Because of her previous struggles as a foreign student and newly arrived immigrant, Kathy understands and can relate to the barriers and challenges that many first generation immigrant American families are facing today. It is Kathy's mission to provide these families with honest, professional financial advice that they need to manage their hard earned money, and pass their legacies onto the next generation.

Kathy specializes in fulfilling the advisory needs of Pre-retirees and First Generation American/Immigrant Families.