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Charles P. Schulz

CFP®, AIF® Senior Wealth Advisor

(314) 884-2811

(314) 884-2819 fax

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Charles is a CERTIFIED FINANCIAL PLANNER® who specializes in providing comprehensive wealth management for families and business owners, designing tailored strategies that reflect their unique circumstances. He places an emphasis on always being authentic and transparent, and is passionate about helping clients streamline the many intricate and complex issues life presents while building and maintaining wealth.

Business Owners

Business owners have been around Charles since a young age. Both his late grandfather and father started their own construction companies as General Contractors, and his uncle owns a local manufacturing company. He is no stranger to the difficulty in maintaining a balance between investing in your business and saving for retirement when coupled with uncertain monthly cash flows. Over the years, he has enjoyed working with a range of owners in multiple stages—from initially starting their business to executing their succession plan and beginning the next chapter of their lives. Main areas of focus for Charles are helping business owners attract, retain, and award key employees as well as evaluating and selecting ownership transfer strategies.

Individuals and Families

Most of Charles’ clients are individuals and families who are around 5 years away from, or are currently enjoying, retirement. Coordinating the timing of Social Security, proper evaluation of pension options, Medicare, long-term care, retirement income, family legacy intentions, estate tax mitigation and philanthropy can be daunting. Charles’ approach is to keep things as simple as possible. He develops and educates on a variety of options, empowering clients to make informed decisions on what solutions are best for them.

Why Wealth Management?

Charles ultimately decided to enter the financial planning industry upon seeing the desperate need for a sound financial plan and proactive advice after losing his mother to cancer as a college student. He decided to switch majors and graduated from the University of Missouri with a B.S. in Personal Financial Planning. While a bittersweet way to find your calling, Charles is convicted that this is exactly what he is meant to do.

 

Charles P. Schulz is a CFP® practitioner, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and currently holds the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary StudiesTM. The Accredited Investment Fiduciary® designation training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Recent Articles by Charles

Krilogy® Senior Wealth Advisor Charles Schulz Earns CERTIFIED FINANCIAL PLANNER™ Designation
Growing Your Business Beyond its First Three Years
Surviving Your First Three Years as a Small Business Owner
Why Year-End Planning in 2018 is More Important Than Ever
  • inc-5000-logo.png"The sustainable growth we’ve experienced results from our focus on the firm’s values of Dedication, Leadership, Abundance, and Respect along with our commitment to serving our clients as trusted, financial guides.”
    Krilogy is a member of the Inc. 5000 Hall of Fame, appearing on the list each year since 2014. The Inc. 5000 list ranks companies across the United States based on three-year growth. Read MoreAward Disclosure
  • ACBJ-2440072_LOGO_FINAL.pngThe annual Advancement of Women Award is given to workplaces which demonstrate a culture of advancement for female employees. Since the firm’s founding in 2009, Krilogy® has focused on building a team that encompasses a variety of perspectives and experiences. Krilogy® President and CEO, Kent Skornia, believes that “a broad base of perspectives allows us to be the best version of ourselves possible. To accomplish this, we’ve taken a serious and deliberate approach to diversity and inclusion, managing the recruitment process as an educational endeavor to advance the profession to a broader spectrum of women.” Read MoreAward Disclosure
  • fastest-grosing-logo.png“The more people know about Krilogy and our values, the more they want to be a part of it. Krilogy team members know they’re heard, valued, and are directly contributing to their clients’ accomplishments.” St. Louis’ Fastest Growing Privately Held Companies are researched and awarded by the St. Louis Business Journal based on three-year growth. Krilogy has been named to the list for five years, from 2014-2018. Read MoreAward Disclosure
  • FT-300-Ranking-Advisers_Logo_2020_sq.png“The Krilogy team is made up of intelligent, hard-working individuals who share a client-first philosophy. This atmosphere has led to honors such as the FT 300.” The FT 300 surveys Registered Investment Advisors (RIAs) across the United States and ranks them according to factors such as growth rate and credentials of the firms’ advisors. Krilogy appeared on the list in 2016, 2018, 2019, and 2020. Read MoreAward Disclosure
  • TWP_St_Louis_Portrait_2021_AW_web.pngThe St. Louis Post-Dispatch’s annual Top Workplaces award recognizes companies in the St. Louis region who demonstrate workplace excellence. Krilogy® President and CEO Kent Skornia said: “When Krilogy® was founded in 2009, we had a vision to create an environment where people would be excited to come to work, and clients would feel they were at home. As we’ve grown, we’ve attracted amazing professionals who are committed to this vision and work together to support everyone’s success. I’m honored by this most recent recognition, and congratulate the entire team for their dedication, abundance and leadership.” Read MoreAward Disclosure
  • 2021_BPtW-logo.jpgEach year, InvestmentNews Magazine recognizes the top 75 U.S. wealth management firms as the nation’s Best Places to Work for Financial Advisors. Krilogy® is honored to be among these firms who share our commitment to culture and workplace excellence. Kent Skornia, President and CEO said: “Our values of dedication, abundance and leadership are the soul of this organization. Krilogy® team members embrace these values, serve each other, and impact lives. Together, we’ve created an environment that people want to be a part of.”Read MoreAward Disclosure
  • bptw-logo.png“By focusing on our values, we’ve built a team of advisors who are leaders dedicated to making an impact on people’s lives.” Companies across the St. Louis region are nominated for the Best Places to Work award each year. Winners are chosen based on the results of a third-party survey which measures employee engagement, teamwork, and a variety of other factors. Krilogy has been honored with this award five times since 2012, most recently winning the Best Places to Work for Young Professionals award in 2018. Read MoreAward Disclosure
  • entrepenuer-culture-logo.png“Krilogy is honored to be recognized nationally for our company culture where we believe in fierce independence and operate with a ‘client-first, firm-second’ philosophy.” Entrepreneur’s Top Company Cultures list is a comprehensive ranking of U.S.-based businesses exhibiting high-performance cultures. Krilogy was recognized in 2017 and 2018 for creating an exceptional culture that drives employee engagement, exceeds employee expectations and directly impacts company success. Read MoreAward Disclosure