Robert (Robby) E. Schultz III, CFP®, Partner

 

rschultz@rollinsfinancial.com

Robby Schultz is a Partner and Financial Advisor who has worked for Rollins Financial since 1998. Robby is a CERTIFIED FINANCIAL PLANNER™ and evaluates the various investments, portfolio allocations, and retirement options for clients. Robby is involved at all levels of servicing the asset management needs of our clients. Robby has focused on several areas of the financial services industry including retirement plan administration, pensions, and taxation. His background in analyzing the various pension options as well as Social Security benefits has helped to guide clients when making retirement decisions.

In addition to his duties as a Financial Advisor, Robby has also become much more involved in the taxation side of financial planning, and he routinely helps Rollins & Van Lear during tax season.

Robby attended the University of West Georgia where he graduated in 1996 with a Bachelor of Arts in History and then proceeded to earn a Masters in Public Administration graduating in 1998. Prior to working for Rollins Financial, Robby worked in West Georgia’s Athletic Department as a student and graduate assistant for five years where he was named Interim Assistant Athletic Director as a graduate assistant.

Outside of the office, Robby along with his wife, Danielle Van Lear Schultz (partner of Rollins & Van Lear), and their two young children are members of Christ the King Catholic Church. They also support numerous charities around Atlanta including CURE Childhood Cancer, the Atlanta Botanical Gardens, Oakland Cemetery, the High Museum of Art, and the University of West Georgia. Robby is currently a member of the Board of Directors of the University of West Georgia Alumni Association. Robby has also served in the past on the Board of Directors for the University of West Georgia Athletic Fund

Education

Recognition

  • Member of the Financial Planning Association (FPA)
  • Member of the National Association of Personal Financial Advisors (NAPFA)
  • Member of the Fee-Only Network