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Staff and Advisors

Randy Carver | Ken Buza | Mark Spoerke | Kale Schulz | Nik Wearsch | Bobbi Bruner | Nancy Williams | Deanna Kochensparger | Rachel L. Weakland | Marj Phelps | Tiffany Springer | deJane Toki |
Amanda Brady | Rebecca 'Becky' Mullenax
Kale Schulz

Kale Schulz CFP®

Financial Advisor, RJFS

Kale is a Certified Financial Planner™ professional. He joined Carver Financial in 2004 upon graduating from Miami University with a bachelor's degree in finance and marketing. He maintains his Series 7, 63, 65, and Ohio life and health insurance licenses. To provide clients with the best guidance and service, he stays current in the financial planning field through rigorous continuing education required for his CFP® designation as well as through involvement in the Cleveland chapter of the Society of Financial Service Professionals. Kale resides in Broadview Heights with his wife, Sarah, and their two children, Lucas and Adelyn.

CFP®, Certified Financial Planner™ and
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards
to individuals who successfully complete initial and ongoing certification requirements.

7473 Center Street, Mentor, OH 44060
Office phone: 440.974.0808 | Fax: 440.974.3371 | Toll-free: 800.627.7279 | rss feed

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