Robert G Schultz
Co-Founder, Wealth Manager
Bob is co-founder of Capstone Wealth Management Group, LLC and has 17 years of experience working in the financial services industry. Bob started in the industry with Prudential Securities, Inc. in New York City and is currently a Registered Investment Advisor, holding a Series 7, 63, & 65 registrations with LPL Financial, as well as life & health insurance licenses. Prior to working in the industry, Bob was a sole proprietor and entrepreneur in the Tunkhannock area. Bob attributes his success in financial services to his instinctive ability to build businesses on an independent level and carries that ability with him when managing client assets and assisting clients with their financial plans. Bob also specializes in providing advice to business owners and institutions with regard to retirement plans and institutional asset management.
During his personal time, Bob enjoys playing golf, hunting, fishing, boating, and travel. Bob is very involved in the local community, is a board member of the Tunkhannock Youth Baseball Association and is also a coach of Little League Baseball and girls' Softball. Bob resides in Falls, PA with his wife, Allison, and children, Emily, Bobby, Natalie, Landon, and Lainey.