Bret Schultz joined Martin & Company's Financial Planning Team 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, Bret is passionate about partnering with our clients to help them wisely navigate their financial questions and uncertainties so they are freed up to build and enjoy the lives they desire.
Outside of work, Bret enjoys the outdoors, a strong cup of coffee, and spending time with his beloved friends and family.
Bret is 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.