Meet the Team

Greg Schultz and Bruce Grenke teamed together in 1985. Bruce and Greg co-founded Asset Allocation Advisors in 1987 and are the owner/managers of the firm. They are responsible for ongoing investment decisions as well as the care and guidance of your investment portfolio.


The investment management services of Asset Allocation Advisors harnesses and applies their knowledge, experience and judgment. They are a seasoned team of highly experienced investment professionals who know how to get the job done and make your life easy. Contact Us »

Greg Schultz has guided individuals with their investments since 1980. He has extensive experience in managing individuals’ "serious money" – capital that cannot be replaced and is needed to continue to live one’s life comfortably and securely. Greg is recognized for his common sense, candor and easy to understand explanations of investment issues. He has been quoted in financial publications including the Wall Street Journal, New York Times, U.S. News & World Report and Money Magazine. Email Greg at This e-mail address is being protected from spambots. You need JavaScript enabled to view it.
Bruce Grenke has been a provider of financial services since 1965, including nineteen years with Bank of America. Bruce has considerable experience in explaining and coordinating retirement benefits from major California corporations. Bruce is well regarded for his patience, unwavering assistance and attention to client’s needs and concerns. He makes complicated financial matters simple with easy to understand explanations of investments and provides answers to all of your questions. Email Bruce at This e-mail address is being protected from spambots. You need JavaScript enabled to view it.
Beverly Shanley and Rita Estrada complete the Asset Allocation Advisors team. Bev and Rita each have more than 25 years of financial services experience helping to make clients’ lives easier and simpler. They are "can do" administrators who provide the professional care and service you can count on and deserve. Email Beverly at This e-mail address is being protected from spambots. You need JavaScript enabled to view it. or Rita at This e-mail address is being protected from spambots. You need JavaScript enabled to view it.