Renee Schuster (CFP®)

Renee Schuster focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • Estate & Generational Planning Issues
  • Retirement Plan Investment Advice
  • Tax Planning

Additional Information

Renee is responsible for advising affluent families and institutions. She functions as a trusted advisor on all matters pertaining to her clients’ financial planning and investments. Her broad understanding of capital markets, taxation, insurance, and estate planning allows her to address issues critical to intergenerational wealth transfer.

Renee's responsibilities include engineering long-term investment plans aimed specifically at achieving her clients’ stated goals. She establishes comprehensive financial planning solutions for her clients using sophisticated portfolio analysis tools. Renee works closely with her clients’ tax and legal advisors to ensure a multi-faceted approach to wealth planning.

NAPFA Start Date

February 11, 2021


This Office

6464 Lower York Rd New Hope, PA 18938-9654 Phone: (267) 983-6400 Fax: (888) 753-8777