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
- 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 manages client relationships and provides wealth management services. She is actively involved in local organizations including the local Soroptimist chapter, the Community Foundation of Western Nevada’s Professional Advisors Council and the Investment Committee of the University of Nevada, Reno Foundation. She received her B.S. in Education from Temple University and obtained her MBA from California State University, Long Beach. When away from the office, she enjoys concerts, Broadway musicals and spending time with her family.
NAPFA Start Date
March 01, 1985
Visit Website
Download vCard
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.