Chad Shultz

Q: What is Chad Shultz email address?

Email Chad Shultz at kimrishi@verizon.net and chad.shultz@schwab.com. This email is the most updated Chad Shultz email found in 2026.

Q: How to contact Chad Shultz?

To contact Chad Shultz send an email to kimrishi@verizon.net or chad.shultz@schwab.com. If you want to call Chad Shultz try calling on +12767687354 and +19499339589. (updated on October 31, 2024)

Managing Director - Regional Market Executive/Southern California & Hawaii at Charles Schwab | Newport Beach, California, United States

About Chad Shultz

Chad Shultz serves as the Managing Director and Regional Market Executive for Charles Schwab, overseeing an extensive network of 19 branches across Southern California and Hawaii. In this pivotal role, Chad is dedicated to fostering a client-centric culture that prioritizes personalized financial advice tailored to individual circumstances. His leadership encompasses a diverse range of responsibilities, from strategic oversight of branch operations to ensuring that clients receive clear, relevant, and actionable insights into their investment strategies.

Chad's expertise in investments, mutual funds, and asset management positions him as a key figure in guiding clients through complex financial landscapes. He is particularly adept at executive compensation planning and asset allocation, helping clients navigate their financial goals with confidence. His commitment to financial planning is evident in his proactive approach to recruiting top talent within the industry, ensuring that his teams are equipped with the skills necessary to deliver exceptional service.

Under Chad's guidance, the Southern California and Hawaii branches have launched several key initiatives aimed at enhancing client engagement and satisfaction. These projects focus on integrating technology into the client experience, offering innovative solutions that empower clients to take control of their financial futures. By leveraging his extensive knowledge of investment advisory practices and maintaining a keen focus on client needs, Chad continues to drive growth and excellence within the Schwab branch network, solidifying the firm’s reputation as a leader in the financial services industry.

Chad Shultz Work

Managing Director - Regional Market Executive/Southern California & Hawaii at Charles Schwab in February 2016 to Present

Vice President/ Newport Beach Branch Manager at Charles Schwab in January 2004 to March 2016

Vice President/ Irvine Branch Manager at Charles Schwab in January 2003 to January 2004

Chad Shultz Skills

Team Leadership

Leadership Development

Investments

About Chad Shultz's Current Company

Charles Schwab

Discover more about Charles Schwab

Frequently Asked Questions about Chad Shultz

What is Chad Shultz email address?

Email Chad Shultz at [email protected] and [email protected]. This email is the most updated Chad Shultz email found in 2026.

What is Chad Shultz phone number?

Chad Shultz phone number is +12767687354 and +19499339589.

How to contact Chad Shultz?

To contact Chad Shultz send an email to [email protected] or [email protected]. If you want to call Chad Shultz try calling on +12767687354 and +19499339589. (updated on October 31, 2024)