About Ben

• Ben Schulte is a seasoned wealth manager currently serving clients at Omega Wealth Management in Carlsbad, CA. With a solid foundation built over years of experience in the financial services industry, Ben recently transitioned from Edward Jones to bring his knowledge and personalized approach to Omega Wealth Management.

During his tenure at Edward Jones, Ben earned a reputation for his dedication to client satisfaction, meticulous financial planning, and strategic investment advice. He specialized in helping individuals and families achieve their financial goals through comprehensive wealth management services, including retirement planning, investment portfolio management, and estate planning.

At Omega Wealth Management, Ben continues to leverage his extensive knowledge and experience to offer tailored financial solutions. His commitment to understanding each client's financial situation and goals enables him to create customized strategies that align with their long-term objectives.

Ben holds an undergraduate degree from Tulane University, an MBA from San Jose State University and maintains relevant FINRA securities licenses that underscore his knowledge in the field. Known for his client-centric approach, Ben is passionate about empowering clients to make informed financial decisions. With his motto, “plan with the end in mind for a retirement you can count on,” he is dedicated to guiding his clients towards sound financial futures.