WEALTH MANAGEMENT BLOG

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January 2021 – Please join us in welcoming April Schultz to our HoyleCohen family.

Please join us in welcoming our new Associate Financial Planner, April Schultz, to the HoyleCohen team. In this role April will be working directly with the Financial Planning Team to create financial analyses and projections for clients using a variety of planning software applications, including estate planning, education funding, tax planning, risk management needs, cash flow and retirement analysis. She will support the monitoring of clients’ financial situations, and continue to prepare for the CFP® exam.

April will graduate this spring from San Diego State University with a BS in Business Administration and Financial Services with a Certificate in Personal Financial Planning and a minor in Biology. She brings with her several years of financial planning and customer service experience from prior internships and externships and a passion for the industry, especially in helping women achieve their financial objectives. Additionally, April serves as a board member for the FPA NexGen community and is VP of Membership and Operations for the FPA chapter at SDSU.

She is excited to continue building her financial planning and wealth advisory career with the team of experts here at HoyleCohen and we are thrilled to have her as part of our growing HC team!

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