Robert N. Schultz

Background

About Robert N. Schultz

As a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, I can help. Before entering the financial services industry, I graduated from Tulane University with a degree in Political Science. Now a Senior Vice President - Financial Advisor with RBC Wealth Management in Newport Beach, California. I take pride in working for a firm that puts you first. An aspect of retirement planning that’s often overlooked is understanding how much annual income you should expect at retirement and whether that amount matches your expectations. I can help you determine which retirement income strategies may help you reach your goals – whether you hope to maintain flexibility and control of the principal, have opportunities to grow the principal or increase the income, or have enough income to last the rest of your life. My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. And my commitment doesn’t end there. I am an active member of the local community. My wife Elyssa and I live in Irvine, California, and our daughters Sydney and Olivia are in Graduate school and Undergraduate college. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation. This information is intended for use only by residents of AL, AZ, CA, CO, DC, FL, GA, IL, LA, MO, MS, NC, NE, NM, NV, OH, OK, OR, SC, TX, VA, WA Insurance licensed in the following states: AL, CA (Lic.# 0D31344), FL, GA, IL, LA, MD, MO, MS, TX, VA, WA Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested RBC Wealth Management is a division of RBC Capital Markets, LLC, member NYSE/FINRA/SIPC Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social