Kelly Shultz, Financial Advisor located in Elk Grove, CA

Financial Advisor
Kelly J Shultz

9290 W Stockton Blvd Ste 109, Elk Grove, CA 95758opens in a new window
Accepting New Clients
Serving clients with $250,000
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Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Values and Faith Based Investing
  • Wealth Strategies
  • Inheritance Guidance
  • LGBTQ+ Finances

Personal Interests

  • Active Lifestyle
  • Cycling
  • Movies & Entertainment
  • Personal Fitness
  • Outdoor Enthusiast

Team Members

  • Jessica Estrada
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(916) 896-0428

Fax

(888) 828-8164

Office Address

9290 W Stockton Blvd Ste 109
Elk Grove, CA 95758opens in a new window

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