As a CERTIFIED FINANCIAL PLANNER® professional, Jason Schultz specializes in guiding physicians and dentists toward greater financial clarity and confidence. With a deep understanding of the unique challenges, they face — from managing student debt and complex compensation structures to preparing for practice transitions and retirement — Jason creates and implements comprehensive, customized financial plans tailored to their lives and goals.

At LongView Planning Partners, our team works closely with clients across the country to deliver personalized strategies that support their long-term success and peace of mind.

Jason hold multiple advanced designations, including CFP®, ChFC®, CLU®, CASL®, and CPFA®. These credentials reflect his commitment to continuous learning and to delivering the highest level of competence and ethical guidance to every client he serves.

His approach is grounded in honesty, transparency, and empathy. He believes a well-structured plan can reduce the noise of the marketplace, ease financial stress, and empower confident decision-making. More than just managing numbers, his work is about helping people gain control over their finances so they can focus on what truly matters — their families, their patients, and their purpose.

Outside of the office, he is a husband and proud father of two daughters. His family is at the heart of everything he does, and it’s this personal perspective that deepens his passion for helping others protect and provide for the people they love most.

Whether you’re looking to build wealth, protect your practice, or plan for retirement, he is here to help navigate each step of your financial journey — with clarity, care, and confidence.