Denise Schatz

Denise Schatz

Financial Planning Associate

Denise collaborates with our financial planners and clients to help them deliver proactive and thorough advice to clients while expertly handling client service needs.

Her prior experience in corporate roles and running several small businesses, where she wore many hats including hiring, training, coaching, mentoring, and process design/improvement, has been invaluable.

Denise resides in Pennsylvania and aside from valuing her family—including her mini golden-doodle, Milo—one of her passions is baking. Denise is a San Diego State University alumnus where she earned a BA in psychology.