Russ Schultz, CFP®

Shareholder - Chief Executive Officer & Chief Investment Officer

Russ founded SFG in 1982 in Southern California with the goal of working in the best interest of clients and to help them lead fulfilled lives. A decade later, he moved the firm to Reno and has been helping clients from California, Nevada, and other states ever since. His expertise in investments and business strategy has built SFG into the firm it is today. He served on the board of directors for the National Association of Personal Financial Advisors from 1995 through 1998 and has been quoted in numerous publications over the years. He enjoys reading, skiing, martial arts and spending time with his family and Saint Bernard.

Russ Schultz, CFP®


Years of Experience

43 years

Favorite Art Style


How I live the Four Capitals

As an entrepreneur, I took the risk to start my own business and meet those ongoing business and family financial obligations.

I am committed to healthy nutrition, as well as exercising regularly, staying physically active through hiking, skiing, and martial arts. I am also very diligent about annual physical exams and following the standards and protocols for healthcare screening as one ages. I believe prevention is the best medicine.

Physical wellness and intellectual engagement are important to my overall psychological well-being as it allows me to stay active and engaged. Staying connected with family and friends is also critical to my well-being.

I am an avid reader and enjoy traveling which allows me to keep expanding my horizons.

Why I enjoy working at SFG

My greatest satisfaction comes from the relationships I am able to build with clients, their families, investment managers, and the SFG team. For me, it is all about SFG’s WHY Statement – To provide insight and solutions to inspire people to take action, so that they can lead fulfilled lives.