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Carver Financial Services

Helping you achieve your personal vision based upon your individual needs, goals and risk tolerance..

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  • Our Approach
    • Personal Vision Planning®
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    • Team Advantage
    • Our Partnership with You
  • About Us
    • Meet the Team
    • Our History
    • Awards & Recognition
    • Randy’s Story
    • Philanthropy
    • About Raymond James
  • Resources
    • Our Videos
    • Randy’s Blog
    • Raymond James Resources
    • Carver University
      • Required Minimum Distribution (RMD)
      • Paying Off Student Loans
      • Retirement Resources
      • Why Insurance and Estate Planning Matter
      • The Power of Starting Young
    • Client Access Videos
    • Client Communications
    • Seminar Material
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  • Experiences
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Kale Schulz, CFP® Named to Crain’s Cleveland Business Forty Under 40

November 2021, Carver Financial is proud to announce that Kale Schulz, CFP®, RJFS Financial Advisor has been named to this year’s Crain’s Cleveland Business Forty Under 40. Kale is a CERTIFIED FINANCIAL PLANNER™ professional and part of the leadership group within Carver Financial Services. Since joining the team in 2004 as a financial advisor, Kale has enjoyed helping individuals and their families identify their goals and develop a detailed plan to reach them. Along with managing client relationships, Kale is a member of the Carver Financial Services Investment Committee.

“I am honored to be recognized among my peers as one of this year’s Forty Under 40 in Northeast Ohio,” Schulz said. “I consider it a privilege to receive this distinction and to be included on this impressive list of up-and-coming leaders.”

The annual Crain’s Cleveland Business Forty Under 40 showcases the best and the brightest of Northeast Ohio’s professionals, recognizing 40 people under the age of 40 who have made an impact on Northeast Ohio’s business and civic communities.

The Crain’s 2021 40 under 40 recognize individuals who have made an impact on Northeast Ohio’s business and civic communities. These individuals must be based within Northeast Ohio, under the age of 40 as of the date of publication (November 22, 2021), have made a mark on Northeast Ohio’s business community, and are active in the community and/or philanthropic activities. Nominations submitted are reviewed by the editors. Out of more than 200 nominees, 40 were selected. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Crain’s is not affiliated with Raymond James.

Category: Awards

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