Robert (Robby) E. Schultz III, CFP®, ChFC®, CPWA®
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Blogs I follow
| Gender | Male |
|---|---|
| Industry | Investment Banking |
| Occupation | Partner/Wealth Advisor |
| Location | Atlanta, Georgia, United States |
| Introduction | Partner and Wealth Advisor who has worked for Rollins Financial since 1998. Robby is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), and a Certified Private Wealth Advisor® (CPWA®) professional. He evaluates the various investments, portfolio allocations, and retirement options for clients. Robby is involved at all levels of servicing the asset management needs of our clients. Robby has focused on several areas of the financial services industry, including retirement plan administration, pensions, and taxation. His background in analyzing the various pension options and Social Security benefits has helped guide clients when making retirement decisions. Robby is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). In addition to his duties as a Wealth Advisor, Robby has also become much more involved in the taxation side of financial planning, and he routinely helps Rollins & Van Lear during tax season. |
| Interests | Stock Market, Mutual Funds, Educator Retirements, Pensions, 401(k), 403(b), 457, Sports (golf, tennis, etc.), Technology, History, Politics |
| Favorite Books | The Years of Lyndon Johnson, Robert Caro, The Matarese Circle, The Matarese Countdown, Robert Ludlum, Ian Fleming, Tom Clancy |
When you open your eyes underwater, do you ever worry that you'll drown?
Pretty funny. Considering I was a competitive swimmer as child/teen and swam for a number of years without goggles... I am certainly never worried that I will drown... ever.