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Our financial advice team


Daniel Schultz, Private Wealth Advisor serving the Boulder, CO area - Ameriprise Advisors

Daniel Schultz

CFP®, BFA, CRPC, CDFA®, APMA, CLTC®

Private Wealth Advisor

Brightside Wealth Advisors
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • CDFA® Certified Divorce Financial Analyst
  • APMA™ Accredited Portfolio Management Advisor™
  • CLTC® Certified Long Term Care

Education

  • State University of New York at Albany, BS Psychology, 1994-1998

Awards & recognition

  • Brightside Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024
  • Five Star Wealth Manager, 2023
  • Ameriprise Circle of Success, 2017-2023
  • Ameriprise Client Experience Award, 2021 & 2022

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I believe in giving back to the community. Helping others in their time of need is the most fulfilling aspect of my life and career. Giving of oneself with no hope for anything in return is how we make the world a better place.

Interests

  • Shanti and I have been married since 2012 and my son, Noah, was born during the big Colorado flood of 2013.
  • We live in Niwot, Co. I'm originally from Long Island, New York and Shanti is a Boulder, CO native.
  • Deepsea fishing is one of my biggest passions
  • I've had season tickets to the CU Buffs for almost 20 years and love to tailgate before each game.
  • I am huge fan of the NY Giants although that's been pretty hard the last several years.
  • I love to go to live music, especially Bluegrass and Jam Bands.