Robert A. Schultz, CFP®, ChFC, CRPC®
Senior Wealth Advisor
Robert A. Schultz, CFP®, helped launch Omega Financial Group in 2010. Prior to that, he worked with Dylan Minor’s wealth management team at Wachovia Securities, LLC, a predecessor firm of Wells Fargo Advisors, LLC.
As a fiduciary financial advisor, Rob provides holistic financial planning services that keep his client’s interest at the center of everything. His passion is to help his clients succeed in their financial goals and life aspirations with Integrity and Clarity.
Rob is a graduate of the American College, where he honed his skills and knowledge in financial planning and investment management to earn the title of CERTIFIED FINANCIAL PLANNER™ (CFP®) He has also completed the work to become a Chartered Financial Consultant (ChFC®). Additionally, he is also a graduate of the College for Financial Planning and has completed the Chartered Retirement Planning Counselor program and received the designation of Chartered Retirement Planning CounselorSM (CRPC®).
Rob earned his Bachelor of Science degree from San Jose State University in 1994. Rob and his wife, Dena, have resided in Santa Barbara since 1998, originally from the Bay Area. They have three boys Jedd, Aaron and Drew, with two being launched into college and one enjoying sports at Dos Pueblos High School. He and Dena can be found on various hiking trails, ski slopes, playing tennis or running.
