ÃÛѨÊÓƵ

Charlie

Scott

°ä¹ó±Ê®

picture of a planner

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

The latest insights from our experts

    Understanding potential capital gains tax on real estate in a hot market

    What you need to know if you’re an executor of estate

    7 types of insurance policies you do and don’t need

    12 RETIREMENT PLANNING QUESTIONS EVERYONE SHOULD CONSIDER