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Bret Schultz, CFP®

Bret Schultz, CFP®

Financial Advisor

Bret Schultz joined Martin & Company's Financial Planning & Wealth Management division as an Associate Financial Advisor in 2020. He graduated from the University of California at Santa Barbara with a Bachelor’s in Economics and, prior to joining the firm, spent 5 years in financial services specializing in risk management and insurance.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Bret is passionate about helping solve our clients' financial questions and issues so they can be freed up to build and enjoy the lives they desire.

Outside of work, Bret enjoys the outdoors – especially riding on two wheels or any type of board! He also enjoys spending time with family, namely his beloved nieces and nephew. 

Bret holds licensing as a General Securities Representative (Series 7 and 63), Investment Advisor Representative (Series 65), and Life/Health Insurance Agent (CA). He also holds the Chartered Life Underwriter (CLU) designation from The American College of Financial Services.