Kathy Shultz

Kathy Shultz focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Hourly
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management

Planning Specialties

Born and raised in Hong Kong, Kathy speaks fluent Chinese (Cantonese) and English. Because of her previous struggles as a foreign student and newly arrived immigrant, Kathy understands and can relate to the barriers and challenges that many first generation immigrant American families are facing today. It is Kathy's mission to provide these families with honest, professional financial advice that they need to manage their hard earned money, and pass their legacies onto the next generation.

NAPFA Start Date

June 16, 2016


This Office

1915 NW Amberglen Pkwy Ste 400 Beaverton, OR 97006-6938 Phone: (503) 830-3674