Beatrice Schultz, CFP®

Beatrice Schultz, CFP®

Senior Financial Specialist

Beatrice Schultz, CFP®

Beatrice has over 35 years of experience in personal financial services and international corporate business.

It’s not every day that a chemical engineer with a Master of Science in management and 25 years in corporate America, makes the shift to financial planning, becomes a CERTIFIED FINANCIAL PLANNER™ and co-launches multiple financial planning businesses. Beatrice Schultz made this shift.

Beatrice is the owner of Westface College Planning, Westface Financial & Insurance Services, and MoneyTrax NA.

Beatrice is an Independent Investment Advisor with her advisory firm, Westface Financial Advisory, a registered investment advisor. She is also a CFP® professional and a licensed life insurance broker.

As owner and CEO of MoneyTrax North America, Beatrice leads the charge in empowering advisors to effectively communicate strategies and become the trusted financial expert. Beatrice recognizes that many advisors find it difficult to communicate financial strategies to their clients. Without proper tools, they cannot become a Trusted Financial Expert.

Circle of Wealth® by MoneyTrax is a proven presentation software and coaching program designed to educate financial professionals on how to simplify the communication of financial concepts and strategies.

Beatrice has a Bachelor of Science in Chemical Engineering from Queen’s University in Canada and a Masters in Management from Boston University – Vrije Universiteit Brussels, Belgium.