Charlie
Scott
CFP®
Here to act in your best interests
About me
Growing up in a "blue-collar" family, it was clear to me from the start that every dollar counted. As the first in my family to graduate college, I immediately began my career in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™ professional, I am passionate about providing comprehensive advice and guidance to those who need it most. Outside of work, I focus on spending as much time with family as I can.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Science, Finance - St. Thomas Aquinas College
Visit one of our Locations
New York IV - Red Bank
328 Newman Springs Road
Suite #1
Red Bank, NJ 07701
New York V - Short Hills
51 John F Kennedy Parkway
Suite 270
Short Hills, NJ 07078
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
