Charlie Scott
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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 PLANNERâ„¢ 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 PLANNERâ„¢
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
New York I - Paramus
650 From Road
Suite 460
Paramus, NJ 07652
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
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Certain services provided on an educational and guidance basis only.
