Talk to sales Try for Free
Rob Schulz, CFP®

Rob Schulz, CFP®

Surface Warfare Officer

Followers of Rob Schulz, CFP®3000 followers
location of Rob Schulz, CFP®Dallas-Fort Worth Metroplex

Connect with Rob Schulz, CFP® to Send Message

Connect

Connect with Rob Schulz, CFP® to Send Message

Connect

  • Timeline

  • About me

    President @ Schulz Wealth | Fiduciary Financial Planning & Wealth Management Advisor | Vistage Executive Speaker | Author of Thoughts on Things Financial: Your Guide to a Chaotic Money World

  • Education

    • Texas McCombs School of Business

      1985 - 1990
      BBA Accounting

      Activities and Societies: Delta Tau Delta, Navy ROTC

  • Experience

    • US Navy

      May 1990 - May 1994
      Surface Warfare Officer

    • Principal Financial Group

      Nov 1994 - Feb 2000
      Registered Representative

    • First Texas Financial Services, Inc.

      Feb 2000 - Oct 2014
      President & Investment Advisor

    • Texas Christian University

      Jan 2002 - Jan 2004
      Adjunct Instructor

    • The University of Texas at Arlington

      Jun 2008 - May 2012
      Adjunct Professor

    • Schulz Wealth

      Sept 2013 - now
      President & Investment Adviser

      As President of Schulz Wealth, and alongside my team, I provide fee-only fiduciary financial planning and wealth management services to help business owners create a plan to enjoy a worry-free retirement.Our services include: Comprehensive Financial Planning, Wealth Management, and 401(k) Plan Consulting.

    • Vistage Worldwide, Inc.

      Aug 2019 - now
      Professional Speaker

      I speak to small-and midsize-business leaders across the country. My goal is to show them that implementing an effective retirement strategy doesn’t have to be daunting. Instead, it’s an opportunity to map out simple steps, honor what you value most, and elevate corporate culture.

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Rob Schulz, CFP®
      2019, 2017 Investopedia Top 100 Financial Advisor Investopedia Jun 2017 The Investopedia 100 celebrates the top 100 financial advisors in the country who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. They influence the practice of financial advice, and help educate millions of investors.
    • Awarded to Rob Schulz, CFP®
      2019, 2016 Five Star Wealth Manager Five Star Professional Apr 2016
    • Awarded to Rob Schulz, CFP®
      Citizen of the Year Mansfield Area Chamber of Commerce Jan 2012

  • Volunteer Experience

    • Member

      Issued by National Association of Personal Financial Advisors on Apr 2018
      National Association of Personal Financial AdvisorsAssociated with Rob Schulz, CFP®

    • Chairman

      Issued by Mansfield Area Chamber of Commerce on Jan 2014
      Mansfield Area Chamber of CommerceAssociated with Rob Schulz, CFP®

    • President, Rotary Club of Mansfield

      Issued by Rotary International on Jun 2015
      Rotary InternationalAssociated with Rob Schulz, CFP®

    • Chairman of the Board

      Issued by Mansfield Economic Development Corporation on Jan 2002
      Mansfield Economic Development CorporationAssociated with Rob Schulz, CFP®

    • Chairman, Board of Adjustments

      Issued by City of Mansfield, Texas on Apr 2000
      City of Mansfield, TexasAssociated with Rob Schulz, CFP®

    • Fundraiser

      Issued by Methodist Health System on Jan 2015
      Methodist Health SystemAssociated with Rob Schulz, CFP®

    • Fundraiser

      Issued by Mansfield ISD on Jan 2015
      Mansfield ISDAssociated with Rob Schulz, CFP®

    • Fundraiser

      Issued by HARVESTING INTERNATIONAL MINISTRY CENTER INC on Jan 2013
      HARVESTING INTERNATIONAL MINISTRY CENTER INCAssociated with Rob Schulz, CFP®