Robert D Shultz

When I was 10, I told my Dad I wanted money. He encouraged me to get a job, so I started shining shoes in a barber shop after school. This taught me the value of hard work, while the extra cash empowered me to open a savings account. I was proud to buy Christmas presents for my entire family and a Schwinn bicycle for myself!

Today, I work hard as a financial advisor to help individuals and families plan for and realize their long-term financial goals. My branch office administrator, Ashley Yousif, and I use an established process that starts with understanding your unique goals and priorities, then I implement investment and insurance strategies while proactively collaborating with your tax and legal professionals as a team. We continue to partner in the future to ensure you stay on track to meet your goals.

I joined Edward Jones in 2008 and in 2013 became a limited partner. I value our firm's partnership business structure and its culture of caring and volunteerism. I serve on the Edward Jones regional leadership team as mentor coordinator and as level leader.

My wife, Yoko, and I live in Clairemont and have four children. We're a busy bunch and enjoy our extended family and outdoor activities on weekends.

I am active in Elks Lodge El Cajon, serving as Teenager of the Month Chairperson and on the 1812 Scholarship Committee. I am also an instructor on investment-retirement related topics at the Osher Lifelong Learning Institute at San Diego State University.

I hold the Accredited Asset Management Specialist® and Chartered Retirement Planning Counselor® professional designations. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.