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Call us today! 602-386-7088

cari.schulz@lasallest.com
The Rhino InvestorThe Rhino Investor
The Rhino InvestorThe Rhino Investor
SCHULZ INVESTMENT CONSULTING & MANAGEMENT
  • Home
  • About
  • Services
  • Investor Education
    • Retirement Income
      • #1 Risk to Early Retirees
      • The 4% Rule
      • Wealth Replacement Method
    • Portfolio Management
      • Efficient Frontier
      • Behavioral Finance
      • Investment Vehicles
    • Qualified Investors
      • What is a Qualified Investor?
      • Private vs Public Markets
      • Alternative & Non-Traditional Assets
    • Markets In Perspective
      • Recessions & Elections
      • Inflation & Interest Rates
      • Wars, Pandemics & Other Shocks
    • Types of Accounts
      • Retirement Accounts
      • Taxable Accounts
      • Accounts for Kids
    • What is a Rhino Investor?
      • What is a Rhino Investor?
  • Ask The Advisor
  • FAQ
  • Market News
    • Market Update Shorts
      • Nontaxable RMD
      • Dow +1000%
      • 4% Rule
      • Retirement Spending Smile
      • Inflation Bonds
      • Rule of 55
    • Quarterly Newsletter
      • Q1 2023
      • Q2 2023
      • Q3 2023
      • Q4 2023
  • My Account
    • Client Login
      • Fidelity Wealthscape
      • Rhino Client Portal-Advyzon

Charge Along With Us! Money Manager Cari Schulz 30 Years Experience
Registered Investment Advisor
Fiduciary My Intro Video About Me Investment Educator Financial Consultant
Sound Like You?
See How We Can Connect!
WHO ARE MY CLIENTS? First generation wealth
their adult children,
and grandchildren.

Retirees needing income.

Investors looking for clear
advice and peace of mind.
I ANSWER. Ask A Question
Ask The Advisor YOU ASK. Can I afford to retire? How are dividends taxed?
When should I take Social Security?

Is now a good time to invest?
Will I run out of money? Can I gift stocks now? Click the yellow "Ask A Question" button.

30 Years of Experience

Licensed & serving clients since 1992.
Cari is a Registered Investment Advisor.

Fidelity Institutional

Founded in 1946.
Trusted, Family-Owned, Private Company.

La Salle St.

Privately held wealth boutique
supporting advisors since 1974.

Security

All client assets are held at Fidelity,
with award-winning Security & Trust.

The Only Financial Solution You’ll Need

You deserve the best combination of personal service, experienced advice, robust investment products,
and top-tier technology without compromising the security of your assets.

No Big Banks

Work with privately-owned investment firms that share the philosophy of putting clients first–not shareholders.

Secure Custody

Feel secure that your assets are held at one of the most trusted wealth-management firms on the street: Fidelity.

Personal Advice & Service

Invest with someone who takes the time to get to know you personally, and will invest in you back for years to come: Cari Schulz.

Top-Tier Technology

Enjoy the industry-leading patented technology of Fidelity with continuous innovation for a significant benefit: Better Wealth Management.

Robust Investment Offerings

Get access to all the investment products available at the institutional level in one place: Fidelity Institutional.

Dedicated Support

Your advisor is supported by a privately-held firm specializing in advisor compliance, operations, financial responsibility, and providing a network of like-minded colleagues: La Salle Street Securities.

Go confidently in the direction of your dreams!
Live the life you’ve imagined.

~ Henry David Thoreau
FINRA BrokerCheck
Cari Ann Schulz

Cosmic Ashtray

14 May 2021

Angel’s Landing

1 Jun 2020

Horseshoe Bend

14 Jul 2019

Rio Grande at Big Bend

8 Mar 2018

Contact Us

Send us a message! We look forward to hearing from you.

Send Message

Schulz Investment Consulting & Management

Cari Ann Schulz

  • The Rhino Investor.com
  • Schulz Investment Consulting & Mgt
  • 602-386-7088
  • cari.schulz@lasallest.com
  • therhinoinvestor.com

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