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Cfp® Robby Schultz

Partner/Wealth Advisor at Rollins Financial
Atlanta, Georgia
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This public profile is provided courtesy of Clay. All information found here is in the public domain.
What are Cfp® Robby Schultz’s favorite books?
Profile Image for Cfp® Robby Schultz

Cfp® Robby Schultz

Partner/Wealth Advisor at Rollins Financial
Atlanta, Georgia
SummaryAI Assisted Badge

Robby Schultz is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant with over two decades of experience in wealth advising. He joined Rollins Financial in 1998 and is now a Partner and Wealth Advisor for the firm. Robby holds degrees from Plano Senior High School and the University of West Georgia, where he studied both a BA and MPA. He also completed an Executive Program in Financial Planning at the University of Georgia's Terry College of Business.

At Rollins Financial, Robby evaluates different investment opportunities, portfolio allocations, and retirement options to help his clients meet their wealth-building goals. He specializes in retirement plan administration, pensions, taxation, and Social Security benefits assessment. In addition, Robby has become involved in the taxation side of financial planning, assisting Rollins & Van Lear during the busy tax season.

Robby is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). His passion for charity work led him and his family to support several community organizations around Atlanta, such as CURE Childhood Cancer, Oakland Cemetery, and the High Museum of Art. Robby has previously served on the Board of Directors of the University of West Georgia Alumni Association and on the Board of Directors for the University of West Georgia Athletic Fund.

Rollins & Van Lear, the firm's sister company, is a full-service CPA firm that aids with retirement plan administration, corporate audits, and tax preparation.

This public profile is provided courtesy of Clay. All information found here is in the public domain.