Schulz Wealth, Rob Schulz, CFP®, Austin Smith, CFA, CFP®

Mansfield, Texas

5.0 (4 reviews)
Call (817) 405-4014 Visit website →

About

Schulz Wealth is a financial planning firm located in Mansfield, Texas, led by Rob Schulz, CFP®, and Austin Smith, CFA, CFP®. The firm provides financial planning services to clients. Both advisors hold CFP and CFA credentials.

Firm details

Languages
English
SEC registered
No

Professional credentials

CFA

Chartered Financial Analyst

Investment analysis and portfolio management credential, considered the gold standard for investment professionals

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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