Living Magazine has named Schulz Wealth the Best Financial Advisor in Arlington and Mansfield for 2022. Learn more about the award here: https://lnkd.in/e28nwC3s
Our practice is fully committed to the challenging work of discretionary portfolio design, implementation, and execution on a fiduciary basis. We create and maintain customized plans, financial statements, and portfolio reporting for our
clients on an ongoing basis. There are no minimum financial requirements for an initial consultative appointment
We maintain expert knowledge and experience geared towards successful business people and their companies. Our focus is on building lifelong personal relationships with our clients based upon trust, unbiased advice, and outstanding customer service. 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 in Arlington, Texas, and then Schulz Wealth Ltd., a Registered Investment Advisory firm was created in 2014. Rob is a licensed Investment Advisor (Series 65), and a Certified Financial Planner™ (CFP®). As such, Rob 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. He has taught Retirement Planning for the Certified Financial Planning Certificate 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, 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 and weekends.
