Kale Schulz, CFP®
RJFS Financial Advisor
Kale is a CERTIFIED FINANCIAL PLANNER™ professional and part of the leadership group within Carver Financial Services Inc. 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.
Kale graduated from Miami University with a bachelor’s degree in finance and marketing. To provide clients with the appropriate guidance and service, he stays current in the financial planning field through rigorous continuing education required for his CFP® certification, as well as his involvement in the Cleveland chapter of the Society of Financial Service Professionals. Additionally, Kale maintains his Series 7, 24, 63 licenses, as well as a life, health and annuity insurance license.
In his free time, Kale enjoys golfing and spending time with his family on Lake Erie. He is an avid Cleveland sports fan. Kale resides in Brecksville with his wife, Sarah, and their two children, Lucas and Adelyn.
CFP® | CERTIFIED FINANCIAL PLANNER™ | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.