Contact Us  |  Home

Member Profile

Beatrice Schultz


Business Description

At Westface Financial we offer financial analysis, planning and advice to families and small business. Through the use of detailed financial modeling we optimize financial strategies for retirement saving, college funding, retirement spending, personal and small business self-financing, and investment portfolio management. We also review and recommend mortgage strategies, and family protection needs in the areas of life, disability, home, auto and umbrella insurance.

What makes us different?

The average American family saves only 4 cents of every dollar earned and spends the other 96. Most financial advisors focus on providing investment strategies for only those 4 cents. At Westface Financial, we take a different approach. We analyze the entire dollar and specialize in finding areas of your finances that are creating money-sapping wealth transfers you are not even aware of.

Westface College Planning

The typical parent with college bound students may be overwhelmed by the research necessary to help their sons and daughters make the right choices and prevent overpaying for their education. The cost of a college education can be one of the largest wealth leaks in a parent's lifetime. We educate parents on how to be highly efficient with their money as they enter the most expensive time period of their lives, sending a child to college.

Westface Financial is committed to assisting parents through this process by offering workshops to help families understand the true cost of college and how to afford it, learn the specific steps to take immediately to maximize financial aid, gain awareness on how to accurately compare schools, and develop best practices for school selection, college funding and more.

Visit our website at www.WestfaceCollegePlanning.com to register for an upcoming workshop or talk to us about offering a group workshop for your workplace, school, church or other community group.


Business/Service Areas

Insurance Services

Professional Biography

Beatrice has over 25 years experience in international corporate business and personal financial services. Prior to launching Westface Financial and Westface College Planning, with her husband and business partner, Mark Guthrie, in 2006, she held global technical sales and marketing leadership positions with such companies as Monsanto Chemical Company, Balazs Analytical Laboratory, Rodel, and Applied Materials.

Her formal education includes a Bachelor of Science in Chemical Engineering from Queen's University in Canada, and a Masters of Science in Management from Boston University - Vrije Universiteit Brussels, Belgium. She is a licensed College Planning Relief specialist and is licensed in life, health, property, and casualty insurance.

Beatrice is the host of the weekly Bay Area radio program “College Smart Radio – Tackling the Runaway Costs of College” on 1220am KDOW, The Wall Street Business Network, airing Saturdays from 3:00pm-3:30pm PST. College Smart Radio covers a wide variety of issues related to understanding the true cost of college, how to prevent overpaying for a college education and how parents can not only help their student’s pay for college, but still afford retirement down the road.

Her community involvement has included coaching with Girls on The Run - Sierras, a non-profit prevention program for girls, whose mission is to educate and prepare girls for a lifetime of self respect and healthy living. She has volunteered as a board member and board Treasurer of Plaza Truckee Tahoe, a non-profit organization with the mission to increase the education level of residents of the Truckee/Tahoe region (including a college preparation program) and increase job skills that lead to improved employment opportunities. She is a pilot and plane owner and an active member of the 'The Ninety-Nine's" the international organization of women pilots. 




“I have been inspired by the women I know that are NAWBO members. I am honored to be a part of this network of successful women.”