Merrill Lynch Financial Advisor Kurt Schulz

Services Offered

• Investment advice
• Financial planning
• Risk assessment
• Wealth management

About

Kurt Schulz is a financial advisor based in Bellevue, Washington, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and holder of the Certified Investment Management Analyst (CIMA) designation, Kurt provides comprehensive financial planning services. He serves individuals and families seeking to align their investments with their financial objectives and life milestones.

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