Senior Vice President
Noha Schulze

About this Advisor

My mission is to help my clients enjoy their lives without worrying about their financials by providing a well customized portfolio that matches their personal needs & goals.

I don’t believe in a one size fits all approach. I am committed to my relationships with my clients based on mutual trust, respect & providing the best service & solutions.

My practice focus is to make sure there is a perfect fit between my clients & me. I provide a comprehensive financial practice based on a deep understanding of my clients individual & unique needs, values, objectives & risk tolerance.

My financial career started in Beirut, Lebanon in 1980 with Citibank as an auditing manager. I learned all the aspects of International banking, including foreign exchange. I was chosen by the head auditing department to travel with their team & work in several different countries in Europe & the Middle East.

In 1988 I moved to California & resumed my work with Citibank & became a branch manager earning several service & performance awards. In 1996 I decided to explore the investment side of the business. I worked at several prominent firms on Wall Street, including Morgan Stanley Dean Witter, Smith Barney, Wachovia/Wells Fargo advisors which allowed me to the opportunity to serve clients in California & overseas& allowed my clients to benefit from my International experience.

In addition to maintaining FINRA series7, series31, series63 registration and a California life and health insurance. I hold a Bachelor’s degree in Business and Banking studies from the University of ST. Joseph in Beirut, Lebanon.

I have served my clients financial need thru hard work and a common sense approach to investing. My knowledge and experience gained through various stock and bond market cycles, enables me to structure balanced portfolios in order to help met my clients specific financial needs and objectives.

I persevere when confronted with challenging experiences and transposes them into rewarding opportunities. After all I endured Lebanon’s civil war and still managed to maintain my reputation and focus on my career. My life experiences are a vital part of who I am today and contribute daily to my strong will and continued determination. Both personal and professional.

I am married to Ernie Schulze for 25 years now & have two loving sons. I enjoy cooking, reading, playing scrable & dominos, Walking and spending quality time with family & friends.