Bill Schultheis

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Bill Schultheis
Billschultheis.jpg
NationalityAmerican
Alma materTexas A&M University
OccupationAuthor, financial adviser
OrganizationSoundmark Wealth Management, LLC
Notable work
The Coffeehouse Investor; The Coffeehouse Investor's Ground Rules
WebsiteCoffeehouse Investor

Bill Schultheis is a bogleheads.org reading list author

In 1998 Bill Schultheis created the Coffeehouse Investor in an effort to bring a simpler and smarter investment philosophy to individuals and corporations across the nation and around the world. He has appeared regularly on Seattle’s PBS Serious Money program, is a guest contributor on NPR’s Morning Edition and wrote a syndicated investment column for eight years.

For 13 years he worked with retail and institutional accounts for Smith Barney in Seattle, WA. For the past eight years he has been a principal and fee-only financial adviser, currently with Soundmark Wealth Management in Kirkland, WA.

Schultheis grew up on a wheat farm in eastern Washington, attended Washington State University, and graduated from Texas A&M University in 1982.

When he’s not working, he can be found on the golf course, camping on Mt. Rainier, cooking in the kitchen, writing his next book, and enjoying the company of his wonderful family and friends.

— Bill Schultheis

Books

  • Schultheis, Bill (2009). The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street, and Get On with Your Life. p. 224. ISBN 978-1591845843.
  • Schultheis, Bill (2020). The Coffeehouse Investor's Ground Rules: Save, Invest, and Plan for a Life of Wealth and Happiness. p. 160. ISBN 978-1119717089.

External links