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.