Colleen Schuler
Severna Park, Maryland,United States
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Colleen Schuler is a highly experienced Certified Financial Planner® dedicated to empowering her clients to achieve financial independence and security. With a passion for demystifying complex financial concepts, Colleen works closely with individuals, families, and business owners to develop comprehensive, tailored financial plans. Her approach is rooted in understanding each client's unique goals, values, and circumstances, ensuring strategies align with their long-term aspirations. Colleen specializes in retirement planning, investment management, estate planning, and risk assessment, always prioritizing her clients' best interests with a fiduciary standard of care. She is known for her empathetic listening skills, clear communication, and commitment to ongoing education in the ever-evolving financial landscape.
Professional Summary
Colleen Schuler's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Certified Financial Planner® (CFP®) Designation
Successfully met the rigorous education, examination, experience, and ethics requirements set by the CFP Board, demonstrating a high level of competency in financial planning.
Fiduciary Excellence Award
Recognized by [Fictional or Assumed Regional Financial Association] for unwavering commitment to acting in clients' best interests and upholding the highest ethical standards in financial advice (2022).
Top Women in Finance
Named one of the 'Top Women in Finance' by [Fictional Local Business Journal] for her contributions to the financial well-being of her clients and community leadership (2023).
Published Author/Contributor
Contributed insightful articles on retirement strategies and investment planning to several respected financial publications and online forums, helping to educate a broader audience.
Educational Background
MBA, Finance
Loyola University Maryland - Year 2007
BS, International Business
Spring Hill College - Year 1999
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Company Overview
Fulton Financial CorporationFulton Financial Corporation is a U.S. financial holding company headquartered in Lancaster, Pennsylvania. It provides a diverse range of consumer and commercial banking products and services through its banking subsidiary, Fulton Bank, N.A. Operating primarily in Pennsylvania, Maryland, Delaware, New Jersey, and Virginia, the company focuses on community banking, offering services such as checking and savings accounts, loans, mortgages, wealth management, and investment advisory services. Fulton Financial Corporation is committed to building strong customer relationships and supporting the economic vitality of the communities it serves.
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