Vicki  Schultz

Vicki Schultz

| CFP®, MBA

Schultz Financial Group, Inc.

(775) 850-5620

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Fee Only Financial Planner located in Reno, NV serving clients locally and throughout California

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

Website

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10765 Double R Blvd.
Suite 200
Reno, NV 89521-6500

By Appointment Only
Orange County, CA

Fee-Only & Fiduciary


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

Vicki Schultz is a Reno, NV Fee-Only Financial Planner serving clients locally and throughout California.  Schultz Financial Group, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Vicki Schultz is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

As Executive Vice President, Vicki Schultz manages the client relationships and leads the SFG Team in providing Integrative Personal Planning Services.  She joined the firm in August, 1983, is a member of NAPFA, and has served on their National Board of Directors. Vicki is an Emeritus Member of the UNR Planned Giving Advisory Council having chaired the Council from 2008 to 2010, and serves on the Investment Committee of the UNR Foundation.  She is also a member of the Community Foundation of Western Nevada’s Professional Advisors Council. She was honored by Worth magazine as one of the nation’s top financial advisors from 1996 through 2004.

She also dedicates time to the local Soroptimist chapter, a professional women’s service organization. When Vicki takes time away from the office, she enjoys staying fit by doing cardio kick-boxing, resistance training and yoga.

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FINANCIAL PLANNING

We are here for the whole journey.

Based upon a client’s specific needs and/or situation, Schultz Financial Group offers to provide a comprehensive set of services that touches on every aspect of financial management – giving careful consideration to all aspects of a person’s financial, psychological, physical, and intellectual capital. Our comprehensive services include the following:

  • Management of Life Goals & Aspirations
  • Financial Counseling
  • Cash Flow Management
  • Tax Projections & Planning
  • Lifestyle Planning
  • Risk Management 
  • Investment Planning 
  • Real Estate Services
  • Trust & Estate Planning
  • Charitable Giving Strategies
  • Family Strategic Planning
  • Business Strategic Planning
  • Family Office Services
  • Education Planning

INVESTMENT MANAGEMENT

Our investment philosophy is straightforward & consistent.

We start by using scenario planning to develop several economic scenarios to identify how various investments will perform under different economic conditions. Our investment process involves researching, analyzing, and monitoring a broad range of investments that meet our clients’ needs. Our investment philosophy is risk based in order to preserve and grow our clients’ capital.

We provide the following diverse investment selection for our clients

  • Equity
  • Fixed Income
  • Alternative Absolute Return Strategies
  • Real Estate
  • Energy
  • Private Equity

 

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