Vicki Schultz (BS, CFP®, CPWA®, FPQP™, 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
- Alternative or Private Investments
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Real Estate Investments
- Retirement Planning & Distribution Rules
Planning Specialties
Our Four Capitals approach involves more than just financial planning or investment management. Our team has the resources to help enrich your life not only in financial matters but also your physical well-being, your psychological space, and your intellectual engagement. We offer you insights and tools to help you live your fullest life in each of these areas.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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