Robert Shultz, Financial Advisor

FINANCIAL ADVISOR
Robert D Shultz

CEPA®, AAMS®, CRPC™
7877 Parkway Drive Suite 2a, La Mesa, CA 91942opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Baseball
  • Gardening
  • Genealogy
  • Spending Time with Family

Team Members

  • Camisha Moniz
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(619) 698-6688

Fax

(888) 273-3964

Office Address

7877 Parkway Drive Suite 2a
La Mesa, CA 91942opens in a new window

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