portrait of Jesse S Schultz

About Jesse

Hello! I'm Jesse Schultz, and I'm eager to join forces with you in navigating the complexities of modern investing. Whether you're a millennial building wealth or a baby boomer eyeing retirement, I empathize with the distractions posed by social media influencers peddling get-rich-quick schemes, the allure of cryptocurrency and the unease stirred by global political uncertainty. Fear not! I educate, coach and partner with my clients to face the challenges of inflation, fluctuating interest rates and the soaring cost of housing. I specialize in crafting personalized strategies that optimize tax savings and grow your wealth amidst today's complex investment landscape.

A...

Education

  • NM State Univ-Las CrucesBachelor of Science

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