Brad Schultz is the Director of Client Services at Financial Independence Advisors. He is responsible for all client requests involving cashiering, transfers, and new account onboarding. Additionally, Brad works closely with FIA’s Retirement Plan Division, directly assisting business owners with complex reporting responsibilities.
Early in his career, Brad managed a team of professionals at a boutique technology firm in Southern California which was eventually acquired by Adobe. Following the acquisition, Brad built Atwater Systems, a consulting firm that focused on the implementation of leading technology platforms such as Salesforce, Goldmine, and Zoho.
Brad currently resides in Jacksonville, Florida. In his free time, he enjoys sailing the local waterways and volunteering with various organizations.