Robert E. Schultz, III CFP<sup>&reg;</sup> - Financial Advisor

Robert E. Schultz, III CFP®


Principal/Wealth Advisor

Rollins Financial Advisors, LLC

3343 Peachtree Road NE Suite 500
Atlanta, GA 30326
(404) 892-7967 CONNECT WITH Robert
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Robert Schultz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Rollins Financial Advisors, LLC in Atlanta, GA and the surrounding communities.

Financial Advisor Experience

Partner and Wealth Advisor who has worked for Rollins Financial since 1998. Robby is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant. He 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.

Robby is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

In addition to his duties as a Wealth 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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications

  • Chartered Financial Consultant (ChFC®)
  • Other - Certified Private Wealth Advisor® (CPWA®)

Broker-Dealer Affiliation


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Corporate Finance, Getting Divorced, Employee Benefits, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances


Helpful Financial Planning Resources