Jeff Schulte, ChFC
Senior Wealth Advisor
Jeff Schulte is a senior wealth advisor at Mariner Wealth Advisors, working from Philadelphia and Salt Lake City. Jeff has spent more than 25 years as a financial consultant for high-net-worth clients.
Prior to joining Mariner, Jeff worked to build CBIZ Wealth Management’s high-net-worth initiative. Before that, he was a founding member of eMoney Advisor, Inc. The company created a revolutionary, Web-based financial planning and management software application that has been an agent of change within the financial services field. Jeff also has experience with Prudential Securities, where he served on the Estate Planning Advisory Board and worked to build the firm’s high-net-worth planning services. In 1992, Jeff and several partners founded the Wharton Business group in Malvern, Pennsylvania. The company was designed to take advantage of a change in the industry’s distribution paradigm and to become a leading firm in the high-net-worth advisory business.
Jeff has a bachelor’s degree in economics from the University of Pennsylvania with a concentration in marketing at the Wharton School. He holds multiple financial licenses as well as the Chartered Financial Consultant (ChFC) designation.