Steve Schulte, CFP®, MBA
Founder, Southwest Advisory Group | Private Wealth Manager
Steve Schulte brings more than 25 years of financial industry experience to his work with individuals, families, and business owners throughout the Southwest. As the founder of Southwest Advisory Group, an independent wealth management practice based in Yuma, Arizona, Steve focuses primarily on comprehensive financial planning, retirement income strategies, and the unique advisory needs of retirees and local business owners.
Steve earned his undergraduate degree from the University of Arizona and holds an MBA from Webster University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, maintaining a disciplined, objective approach to client wealth management. Founding Southwest Advisory Group enabled Steve to establish an independent practice centered on personalized guidance, responsive service, and long-term client relationships.
A lifelong Yuma resident, Steve remains actively engaged in the community through his involvement with the Yuma Rotary Club and the Yuma Elks Lodge #476, where he serves as chairman of the annual charity golf tournament. Outside the office, he enjoys golfing, fitness, coaching and watching his kid’s sports teams as well as spending time with his wife, Starr, and their two children, Dylan and Alexis.