Rollins Financial Advisors
36yrs
Top advisor by experience at Rollins Financial Advisors
11yrs
Danielle Schultz
Full name on record: Danielle Van Lear Schultz
Financial advisor at Rollins Financial Advisors
Danielle Schultz is a financial advisor in Atanta, Georgia, with 11 years in the industry. After five years at Rollins Financial, Danielle joined Rollins Financial Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Danielle holds the CPA/PFS designation.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office3343 Peachtree Road NE Suite 500, Atanta, GA 30326
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.57 million
Advisors at the firm7
States licensed ?1 state
Services through Rollins Financial Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2021 – nowRollins Financial Advisors, LLCCurrent firm
- 2015 – 2021Rollins Financial Inc.Previously
Contact Danielle
(404) 892-7967Firm headquarters in Atlanta, GA. Ask for Danielle. 3343 Peachtree Road NE Suite 500Atanta, GA 30326Office · Get directions
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Questions to ask Danielle
Tailored to Danielle’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Danielle
How do I contact Danielle?
Call Rollins Financial Advisors at (404) 892-7967 and ask for Danielle Schultz. Danielle works from the Atanta, GA office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Danielle hold?
No exams are listed on the official record.
Is Danielle a fiduciary?
Danielle is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Danielle paid?
Rollins Financial Advisors reports being paid by a percentage of the assets they manage. Ask Danielle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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