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Cary  Schultz

Cary Schultz

Financial Analyst/Planner

Cary is a Financial Advisor and Planner for Califano Financial Group. He is responsible for assisting in all client services as well as investment and insurance recommendations.

Cary was raised in Lake Arrowhead, California. He graduated from California State University, Long Beach in 2012 with a Bachelor’s degree in Business Administration, concentration in Accountancy. Cary began his postgraduate career here at Califano Financial Group in 2011 as a Tax and Financial Planning Associate.

Cary holds the Series 7 and 66 registrations and is a California Life, Accident and Health Insurance licensed agent, license number 0I03698. Currently Cary is also pursuing the Chartered Financial Analyst (CFA) designation. In his spare time Cary enjoys spending time with friends and doing anything outdoors.