Robby Schultz
CFP®, ChFC®, CPWA®
Rollins Financial Advisors, LLC
Partner/Wealth Advisor
Robby Schultz
CFP®, ChFC®, CPWA®
Rollins Financial Advisors, LLC
Partner/Wealth Advisor
As a fiduciary and fee-only planner, my focus is to be a trusted partner and give unbiased financial advice that helps you achieve your goals. - Robby Schultz, CFP®, ChFC®, CPWA®
Robby is a Fee-Only financial planner located in Atlanta (Buckhead) serving clients locally and across the country
Robert (Robby) E. Schultz III is a fee-only financial planner and Partner at Rollins Financial Advisors, LLC. As a fee-only, fiduciary, and independent financial advisor, Robby is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Rollins Financial provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. We offer independent investment management services for individuals, small businesses and corporations nationwide. We are a fee-only, independent investment adviser firm with a commitment to objectivity, transparency and disciplined investing.
Partner and Wealth Advisor who has worked for Rollins Financial Advisors since 1998. Robby is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), and a Certified Private Wealth Advisor® (CPWA®) professional. He evaluates the various investments, portfolio allocations, and retirement options for clients. Robby is involved at all levels of servicing the asset management needs of our clients. Robby has focused on several areas of the financial services industry, including retirement plan administration, pensions, and taxation. His background in analyzing the various pension options and Social Security benefits has helped guide clients when making retirement decisions.
Robby is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
In addition to his duties as a Wealth Advisor, Robby has become much more involved in the taxation side of financial planning. He routinely helps Rollins during tax season.
Robby attended the University of West Georgia, where he graduated in 1996 with a Bachelor of Arts in History and then earned a Master's in Public Administration, graduating in 1998. Before working for Rollins Financial Advisors, Robby worked as a student and graduate assistant in West Georgia’s Athletic Department for five years. During this time, Robby became Interim Assistant Athletic Director as a graduate assistant.
Outside of the office, Robby and his wife, Danielle Van Lear Schultz (partner of Rollins Financial Advisors), and their children are members of Christ the King Catholic Church. They also support numerous charities around Atlanta, including CURE Childhood Cancer, the Atlanta Botanical Gardens, Oakland Cemetery, and the University of West Georgia. Robby has served on the Board of Directors of the University of West Georgia Alumni Association and the Board of Directors for the University of West Georgia Athletic Fund.
Robby Schultz is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Atlanta-based Rollins Financial, Inc. is a fee-only, registered investment advisory (RIA) firm, putting our clients first for more than 25 years.
Disciplined
We continually have your long-term financial goals in our line of sight, rather than emotionally charged reactions to the sometimes-volatile financial market.
Objective
Whereas many competitors accept financial incentives for recommending certain products, we never accept or participate in such activities. This allows Rollins to remain objective, only offering financially efficient investment solutions that we believe to be in the best interest of our clients.
Transparent
Every client retains ownership of his or her own assets and receives independent monthly statements and trade confirmations directly from the well-known brokerage firms with whom we work.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Distribution Planning
- Retirement Account Strategies
- Investment Management & Tax Planning
Ideal Clients
- Business Owners and Executives
- Young + Established Professionals
- Retirees
- 401(k) Plans
Working Together
- Complimentary Initial Consultation
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Robert Schultz is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Robby Schultz is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Robby Schultz is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
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Robby Schultz is a Certified Private Wealth Advisor ® (CPWA®)The CPWA certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA certification.
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Robby Schultz is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Robby Schultz
Office Locations:
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3343 Peachtree Rd NE
East Tower, Suite 500
Atlanta, GA 30326
