When I was 10 years old, I told my Dad I wanted money. He encouraged me to get a job, so I became a shoeshine boy at a barber shop after school. This taught me the value of hard work and doing the best job for people, which is the cornerstone of my practice as a financial advisor.
Selecting the right financial advisor is an important decision that could impact your life for years to come. As a prospective client, I will dig deep to understand your situation, goals and priorities. I value forthright communication and promise to not always say what you want to hear, but instead, say what you may need to hear. I then customize investment and insurance strategies that are unique to you and continue to partner with you into the future to help assure that you stay on track to meet your goals. Together with your tax and legal professionals, we will collaborate to help ensure that your interests are always at the center.
I joined Edward Jones in 2008 and became a limited partner in 2013. I value our firm's partnership business structure and the culture of caring that permeates the firm. I have served in various capacities on our region's leadership team and currently serve on the talent acquisition team.
My wife, Yoko, and I live in Clairemont and have four children, three of whom are young adults, and our youngest, Jack, who is in middle school. We keep busy with youth sports and love going to the beach. Snow skiing is my favorite sport in the winter.
I am active in the Elks Lodge of El Cajon, serving as Teenager of the Month Chairperson and on the 1812 Scholarship Committee.
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Divorce Finances
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
Phone NumberRobert D Shultz at (619) 698-6688
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