Kathy Shultz

Shultz Financial Planning

Financial Advisor

Kathy Shultz

Shultz Financial Planning

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kathy Shultz

(503) 830-3674

Fee-Only financial planner located in Beaverton, OR, serving clients locally and across the country

Meet Kathy Shultz

Kathy Shultz is a fee-only financial advisor at Shultz Financial Planning, located in Beaverton, OR

Kathy Shultz is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Kathy Shultz is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Kathy Shultz

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Office Locations:

  • 1915 NW Amberglen Pkwy
    Ste 400
    Beaverton, OR 97006

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