Rob Schulz

CFP®
Retirement, Investing, Lifestage Based Planning
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“With over 20 years of experience in the financial industry, Rob Schulz is committed to exceptional customer service, and works tirelessly to provide a highly-individualized client experience.”
Firm:

Schulz Wealth

Job Title:

President

Biography:

Rob Schulz, President of Schulz Wealth, Ltd., grew up in Taylor, Texas. He attended The University of Texas on a Navy ROTC Scholarship, graduating in May of 1990 with a degree in Accounting. Rob served as a Surface Warfare Officer aboard the USS John Rodgers (DD 983) prior to joining The Principal Financial Group in 1995. In 2000, Rob founded First Texas Financial Services Corporation in Arlington, Texas. Subsequently, Schulz Wealth Ltd., a Registered Investment Advisory firm was created in 2014.

Rob has extensive experience and training in helping people achieve financial security. He is a licensed Investment Advisor (Series 65), and a Certified Financial Planner™ (CFP®). As such, Rob also adheres to a professional Code of Ethics and acts as a fiduciary, the highest standard of care, in all client relationships.

Rob has been recognized for his expertise in retirement planning by his peers as well as publicly in the Fort Worth Star Telegram. He has taught Retirement Planning for the Certified Financial Planning Certificant Program at Texas Christian University and The University of Texas at Arlington.

Rob and his wife Shelly live in Mansfield Texas where he has maintained a very active role in the community, serving on several boards, commissions, and foundations, since 1995. Rob is an avid sportsman, musician, and triathlete and can be found tinkering in the garage or his woodworking shop on free evenings or weekends.

Education:

BBA, Accounting, University of Texas

Assets Under Management:

$80 million

Fee Structure:

Fixed
Asset-Based

CRD Number:

2664834

Insurance License:

#NPN 1281637

Disclaimer:

Schulz Wealth, Ltd. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Schulz Wealth, Ltd. and its representatives are properly licensed or exempt from licensure.  Intended for informational purposes only.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Schulz Wealth, Ltd. unless a client service agreement is in place.

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December 2016
    Long-Term Care Insurance, Pensions, Retirement
November 2016
    Income Tax, Taxes
March 2017
    Financial Planning, Personal Finance, Starting Out
December 2016
    Lifestage Based Planning, Personal Finance
January 2017
    Investing, Starting Out, Stocks

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    Mutual Funds
When are mutual funds considered a bad investment?
0% of people found this answer helpful

Mutual funds should not be purchased for short holding periods. Like the stocks and bonds they purchase, mutual funds are long term investments for the wide majority of investors who use them. Long term investments should only be purchased when you intend to hold them for at least 5 years. If you need a steady income stream, you can still purchase mutual funds as long as you intend to stay invested over a long term distribution period. The best example of an income stream over a long distribution period is retirement, so mutual funds are appropriate for retirement income.

November 2016