Bill Schultheis
Here to act in your best interests
About me
I’ve spent my entire career in the financial services industry, first as a stockbroker and then as the owner of my own RIA firm built through my authored book "The Coffeehouse Investor - How to Build Wealth, Ignore Wall Street and Get on With Your Life." When I would teach investing classes, as well as pasta-making classes, I discovered that there’s a great cross-over of students who want to learn about both ROTHs and raviolis!
Education
Bachelor of Arts, Agriculture Economics - Texas A&M University
Visit one of our Locations
Seattle V - Kirkland
11400 98th Avenue NE
Suite 301
Kirkland, WA 98033
Working with Us
Certain services provided on an educational and guidance basis only.