Vicki Schultz (BS, CFP®, MBA)

Vicki Schultz focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Real Estate Investments
  • Retirement Planning & Distribution Rules

Planning Specialties

Vicki Schultz leads the Financial Planning team in providing Integrative Personal Planning services that are designed to integrate many aspects of one's life into a plan that addresses their four capital needs: Financial, Physical, Psychological, and Intellectual.

Additional Information

Vicki Schultz manages SFG's client relationships and leads the Financial Planning team in providing Integrative Personal Planning services. She’s a current member of the National Association of Personal Financial Advisors (NAPFA) and previously served on their board of directors. She is also a member of the Community Foundation of Western Nevada’s Professional Advisors Council. Vicki was also honored by Worth magazine as one of the nation’s top financial advisors for nine years in a row. She also dedicates time to the local Soroptimist chapter, a professional women’s service organization. When away from the office, she enjoys aerobic and strength-training classes and keeping up with her daughters and grandchildren.

NAPFA Start Date

March 01, 1985

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

5190 Neil Road Suite 450 Reno, NV 89502 Phone: (775) 850-5620 Fax: (775) 850-5639