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Joey Schultz

Financial Advisor at Forum Financial Management, LP

Joey Schultz is a seasoned financial planner and wealth manager with a rich background in the financial services and accounting sectors.

His areas of expertise encompass portfolio management, retirement planning, tax strategy, college funding, and estate planning, focusing on helping clients navigate significant financial decisions.

Apart from his professional endeavors, Joey co-founded 'Home for a Home', a charitable organization enabling real estate professionals to contribute a portion of their earnings towards building homes for the less fortunate.

Education-wise, Joey earned his MBA with Honors from The University of Chicago Booth School of Business and holds a Bachelor's degree in Business Economics and Accounting from the University of California, Los Angeles.

Throughout his career, Joey has held roles at renowned organizations like Forum Financial Management, LP, Expedia Group, Gusto, Expedia, Inc., Walker Warner Architects, Ware Malcomb, Coldwell Banker Residential Brokerage, CB Richard Ellis, and KPMG.

Joey Schultz
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Location

Denver, Colorado, United States