Daniel Schultz, CFP®, CDFA™, CRPC® , APMA®

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.

© 2015 Ameriprise Financial, Inc., All rights reserved.

Financial Advisor
CFP®
CDFA™
CRPC®
APMA®
720.565.9820
Benson, Schultz and Associates – A financial advisory practice of Ameriprise Financial Services, Inc.
1881 9th St
Suite 302
Boulder, CO 80302
I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, insurance and taxes — ask targeted questions and listen closely to your answers. I want you to feel that the advice I provide reflects your unique dreams and goals. I believe in giving back to the community. Helping others in their time of need is one of the most fulfilling aspects of my life. Outside of my practice, I believe that giving of oneself with no expectation for anything in return is how we make the world a better place.

1 Hour initial complimentary consultation to Untangle The Knot members who are thinking about or going through the divorce process.

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

  • Daniel Schultz, CFP®, CDFA™, CRPC® , APMA®