草榴社区

Charlie Scott Financial planner serving Paramus, NJ Red Bank, NJ Short Hills, NJ

颁贵笔庐

Charlie Scott

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鈩� 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鈩�

Education

Bachelor of Science, Finance - St. Thomas Aquinas College

Services

Financial planning, retirement planning, investment management, insurance guidance, tax planning, estate planning

Locations

Paramus, NJ Red Bank, NJ Short Hills, NJ

Thanks to Edelman [Financial Engines], we're making little changes to our home so that we can live here and age in place.

Deb S.

Deb S., a current client of 草榴社区 Engines, is not being compensated for his testimonial. Comments may have been edited for brevity and clarity. The experience described may not be the experience of all clients and is not a guarantee of future performance or success.

Working With US

Financial planning is a personal pursuit. As your financial advisor, I鈥檒l get to know you 鈥� your specific goals, your concerns and what you want to accomplish. By understanding where you鈥檇 like your wealth to take you, together we can plot a course to help get you there. With consideration for your entire financial life and the support of a team of experts, we鈥檒l build a personalized plan that can give you the best opportunity to reach your goals.

Frequently Asked Questions

The latest insights from our experts

Please see the important information below if the planner holds a 颁贵笔庐 designation. Not all planners will hold this designation.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks 颁贵笔庐, CERTIFIED FINANCIAL PLANNER庐, and 颁贵笔庐 (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization鈥檚 initial and ongoing certification requirements to use the certification marks.