Vicki Schultz
CFP®, MBA
Schultz Financial Group, Inc.
Wealth Manager
Vicki Schultz
CFP®, MBA
Schultz Financial Group, Inc.
Wealth Manager
Since 1982 we have approached wealth management differently by focusing on our clients’ Four Capitals. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. - Vicki Schultz, CFP®, MBA
Fee-Only financial planner located in Reno, NV, serving clients locally and across the country
Vicki Schultz is a Wealth Manager with Schultz Financial Group, Inc., a Reno, NV financial planning and wealth management firm. Schultz Financial Group, Inc. provides wealth management, investment management, and legacy planning to help high-net-worth families and individuals organize, grow and protect their assets through life’s transitions. Schultz Financial Group's clients typically have a net worth of $2 million or more. As a fee-only, fiduciary, and independent financial advisor, Vicki Schultz is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice.
Shultz Financial Group's Founder Russ Schultz hired Vicki as a Financial Analyst in 1983. They became business partners a year later and married in December 1985. Vicki manages client relationships and provides wealth management services. She is a member of the National Association of Personal Financial Advisors (NAPFA) and previously served on their board of directors. Vicki is a member of the Community Foundation of Western Nevada’s Professional Advisors Council and serves on the Investment Committee of the University of Nevada, Reno Foundation.
Vicki Schultz was born and raised in New Jersey, the oldest of 2 children. She received her Bachelor of Science in Education from Temple University before moving to Orange County, CA where she obtained her MBA from California State University, Long Beach.
When away from the office she dedicates time to her local Soroptimist chapter, a professional women’s service organization and enjoys listening to music and attending concerts. She especially likes Broadway musicals and listening to show tunes.
Education
Bachelor of Science - Education
Master of Business Administration
CFP®
Vicki 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.
Schultz Financial Group Inc. (SFG) is a wealth management firm located in Reno, NV. Our approach to wealth management is different from many other wealth managers, financial advisors, and financial planners. Our team of fee-only fiduciaries strives to help our clients build their wealth across four capitals: Financial Matters, Physical Well-being, Psychological Space, and Intellectual Engagement. We provide family office and wealth management services to clients located in Nevada, California, and other states. If you’d like more information, please visit our website or reach out to us via our contact page.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Financial Planning
- Tax Planning
- Retirement Income Planning
- Investment Management
- Cash Flow Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Entrepreneurs
- Professionals (e.g., Doctors, Lawyers)
- Corporate Executives
- University Professors & Administrators
Working Together
- Virtual Meetings
- In-Office Meetings
- Complimentary Initial Consultation
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Vicki 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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Vicki 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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Vicki Schultz is a Member of the Professional Advisor Council for the Community Foundation of Western Nevada
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Vicki Schultz is the 2016-2017 Ceec Abrahams Award Recipient Presented by Soroptimist International of Truckee Meadows
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Vicki Schultz is a Member of the Investment Committe for the University of Nevada, Reno Foundation
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Vicki Schultz is an Emeriti Member of The University of Nevada, Reno Foundation Planned Giving Advisory Council
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Vicki Schultz is a Member of Soroptimist International of Truckee Meadows
Contact Vicki Schultz
Office Locations:
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5190 Neil Road
Suite 450
Reno, NV 89502 -
By Appointment Only
Orange County, CA
