Vicki Schultz
CFP®, MBA
Schultz Financial Group, Inc.
Financial Advisor
Vicki Schultz
CFP®, MBA
Schultz Financial Group, Inc.
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Vicki Schultz, CFP®, MBA
Fee Only Financial Planner located in Reno, NV serving clients locally and throughout California
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.
Vicki Schultz 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
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
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
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Vicki Schultz is a NAPFA-Registered Financial AdvisorThe 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.
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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.
Contact Vicki Schultz
Office Locations:
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10765 Double R Blvd.
Suite 200
Reno, NV 89521-6500 -
By Appointment Only
Orange County, CA