Daniel Schultz, CFP®, CDFA™, CRPC® , APMA®
Areas of Focus: Divorce Financial Planning | Retirement Planning Strategies | Family Finances| Employee Stock Options| Women’s Financial Strategies | Estate Planning Strategies | Charitable Giving.
Married to Shanti Schultz, baby boy Noah Schultz and a Black Lab Princess named June. Originally from Long Island, New York. Resident of Boulder, CO since 1998. I enjoy cooking, eating, horseback riding, hiking and tailgating
I am a member of: Member of Financial Planning Association | The Referral Partnership | Institute for Divorce Financial Planners
Ameriprise Financial and its representatives do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax or legal issues.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Ameriprise Financial Services, Inc., Member FINRA and SIPC.
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