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
- 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
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.