Trent Schulz

Trent Schulz,

CFP® Wealth Advisor

Trent joined LongView Financial Partners in 2024 with broad experience in providing customized financial guidance to individuals, families, and business owners. Trent’s focus is to simplify the complex and empower you to live the life you envision.

As your life evolves, so will your investment goals. Trent will be with you every step of the way, offering comprehensive advice and customized financial strategies designed specifically for your goals.

Trent graduated with a bachelor’s degree from Miami (OH) University in 2012, where he studied Finance and Economics. Trent holds the designation of a Certified Financial Planner®. He resides in Middleburg Heights with his wife Lauren.

In the community, Trent serves on the board of directors for Big Brothers Big Sisters of Northeast Ohio, and Friends and Fans of Special Athletes.

In his spare time, Trent enjoys spending time up at the Lake Erie islands with his family, rooting for Cleveland sports teams, or hiking in the MetroParks.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.