I would like to wish all of my readers and their families a very happy and healthy Thanksgiving.
November 25, 2009
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About the Author
- Robert (Robby) E. Schultz III, CFP®, ChFC®, CPWA®
- 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.
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