Robert Schulz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Mansfield, TX and the surrounding communities.
Rob Schulz, President of First Texas Financial, grew up in Taylor, Texas. He attended The University of Texas on a Navy ROTC Scholarship, graduating in May of 1990 with a degree in Accounting. Rob served as a Surface Warfare Officer on the USS John Rodgers (DD 983) prior to joining The Principal Financial Group in 1995. In 2000, Rob founded First Texas Financial Services Corporation in Arlington, Texas. First Texas Financial and it's affiliated company, First Texas Insurance Services, L.C., provides comprehensive insurance and financial services to small to mid-size companies and their owners.
We focus on business continuation planning, retirement plans, and asset management. Our typical client is a successful businessperson who needs help structuring their employee benefits and personal finances in such a way that reduces personal risk and facilitates an eventual exit from the business. We believe owners of privately-held businesses have unique needs and opportunities that our firm is uniquely qualified to attend to with our systems, technical knowledge, and experienced staff.
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