Robert
Schultz
Omega Financial Group, LLC
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About this Advisor
Robert Schultz is a certified financial planner and chartered financial consultant operating in Santa Barbara, California with a total of 11 years of industry experience. Schultz currently works for Omega Financial Group, LLC. They have been an employee of Omega Financial Group, Llc for their whole career. Schultz holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Omega Financial Group, LLC is a firm that has its headquarters in Santa Barbara, CA. The firm has a total of six people on staff. It oversees $372 million in assets across its 824 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 824 customer accounts, 37% belong to high-net-worth clients who have greater than $1 million in assets. Omega Financial Group, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. A financial advisor's fee schedules usually vary depending on which service is offered. However, fee types charged by Omega Financial Group, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Omega Financial Group, LLC Brokerage Details
$372,102,638
6
824
$451,581
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Robert Schultz Work History
Robert has been registered as a financial advisor for 11 years.*
Omega Financial Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Schultz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Omega Financial Group, LLC
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
