Claire Schulte, CFP® is passionate about marrying her clients’ vision for the future with a well-designed investment portfolio to make their vision a reality. She enjoys making complex financial topics palatable for SHJ’s clients. While Claire guides clients through the intricacies of financial planning at every stage of life, tax planning strategies are a specialty of hers.
Claire began her career on a wealth planning team in Missouri before relocating to Denver in 2014. She joined a global asset management firm and earned her CFP® before joining SHJ Wealth Advisors in 2018. At SHJ she heads up the planning committee and provides portfolio analytics and wealth planning to a growing number of clients.
When she’s not analyzing portfolios or studying the market you are likely to find Claire exploring one of Colorado’s many trails with her husband Paul and dog Hugo. Together they also enjoy trying new restaurants and traveling.
Did you know…As a Kansas City native, Claire considers herself a barbeque connoisseur and is always on the lookout for good BBQ on her travels.
Education & Certifications
CFP®, CERTIFIED FINANCIAL PLANNER™
B.A. in Economics and Political Science
University of Missouri