Ryan Scott, Cfp®, Ms-Pfp Email and Phone Number
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Ryan Scott, Cfp®, Ms-Pfp personal email
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Ryan has been a financial advisor since 2006 and joined Principal® in 2010. He specializes in investment management, 401(k) plans, deferred compensation plans, retirement income strategies, life and disability insurance, and estate planning strategies for individuals, business owners, and their employees. Ryan will help you create and execute a financial plan that is based on your specific objectives, and you will receive dedicated services to help you reach your goals. Ryan founded Scott Wealth Planning, LLC in 2019 so that he can operate as a team and provide more comprehensive service to his clients. EDUCATION & CREDENTIALS: • Earned a Master of Science in Personal Financial Planning degree from the College for Financial Planning in 2022• Earned a BA degree in Finance from Western Washington University in 2006• Offering fee-based financial planning services through Principal Securities, Inc.® • CERTIFIED FINANCIAL PLANNER™ Professional, CFP®, granted by the CERTIFIED FINANCIAL PLANNER BOARD OF STANDARD, INC. in 2012 • FINRA Series 7 & 66 securities registrations • Earned the Retirement Income Certified Professional, RICP®, Chartered Life Underwriter, CLU®, and the Chartered Financial Consultant, ChFC®, designations from The American College of Financial Services® • Earned the Accredited Portfolio Management Advisor, APMA®, the Chartered Retirement Plans Specialist, CRPS®, the Chartered Retirement Planning Counselor, CRPC®, the Accredited Wealth Management Advisor, AWMA®, the Accredited Behavioral Finance Professional, ABFP®, the Master Planner Advanced Studies, MPAS®, and the Chartered SRI Counselor, CSRIC® designations from the College for Financial Planning. • Earned the Accredited Investment Fiduciary, AIF®, designation from Fi360. Ryan is married with two children and enjoys family time, traveling, water sports, and snow sports. AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNERTM certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s Initial and ongoing certification requirements. 1486388-012021
Scott Wealth Planning, Llc
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PresidentScott Wealth Planning, Llc Sep 2019 - PresentSt. Cloud, Minnesota, UsScott Wealth Planning is a team of experienced and credentialed financial advisors and client service professionals that are focused on providing excellent service and valuable solutions for clients. We enjoy engaging with our clients with frequent communication to assist with the onboarding process for new clients and ongoing service for existing clients. Our team leverages the resources and strength of Principal®, a member of the FORTUNE 500®, to deliver a broad set of solutions in a unique and customized way.A financial professional adds value to a financial plan by discussing important topics and identifying solutions that can help clients accomplish their goals. We offer comprehensive financial planning services, including wealth management, retirement income strategies, and estate planning. We utilize a carefully constructed process that guides clients through their various life stages. Financial planning starts with an initial conversation to begin the following process:- Review your current financial program- Identify and discuss your financial goals- Develop a customized financial analysis with written recommendations and action items to help achieve goals and improve probability of successWe offer a comprehensive suite of solutions to help business owners provide benefit programs to recruit, reward, and retain key employees. Our consultation includes plan design, implementation, and employee communication for qualified and nonqualified plans. We specialize in working with:- Qualified plans, including 401(k) and 403(b) plans, and ESOPs- Nonqualified plans, including 409A, 457(b), and 457(f) deferred compensation plans, and 162 bonus plans- Defined benefit plans including cash balance plansWe also provide exit planning services to assist business owners with the transition of their ownership, and investment management and estate planning for the net proceeds to be consistent with their personal financial plan.
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Financial AdvisorPrincipal Financial Group Jan 2010 - PresentDes Moines, Iowa, UsInsurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., Securities and advisory products offered through Principal Securities, Inc., 800/247-1737,member SIPC. Principal National, Principal Life, and Principal Securities, Inc. are members of the Principal Financial Group®, Des Moines, IA 50392. , Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. Ryan Scott is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed. -
Wwu Alumni Association Board Of Directors - MemberWestern Washington University Jul 2010 - Jun 2013Bellingham, Washington, Us
Ryan Scott, Cfp®, Ms-Pfp Skills
Ryan Scott, Cfp®, Ms-Pfp Education Details
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College For Financial PlanningPersonal Financial Planning -
Western Washington UniversityFinance
Frequently Asked Questions about Ryan Scott, Cfp®, Ms-Pfp
What company does Ryan Scott, Cfp®, Ms-Pfp work for?
Ryan Scott, Cfp®, Ms-Pfp works for Scott Wealth Planning, Llc
What is Ryan Scott, Cfp®, Ms-Pfp's role at the current company?
Ryan Scott, Cfp®, Ms-Pfp's current role is Financial Advisor, Sr. Financial Representative, Principal Securities Registered Representative.
What is Ryan Scott, Cfp®, Ms-Pfp's email address?
Ryan Scott, Cfp®, Ms-Pfp's email address is sc****@****pal.com
What is Ryan Scott, Cfp®, Ms-Pfp's direct phone number?
Ryan Scott, Cfp®, Ms-Pfp's direct phone number is (800) 986*****
What schools did Ryan Scott, Cfp®, Ms-Pfp attend?
Ryan Scott, Cfp®, Ms-Pfp attended College For Financial Planning, Western Washington University.
What skills is Ryan Scott, Cfp®, Ms-Pfp known for?
Ryan Scott, Cfp®, Ms-Pfp has skills like 529 Plans, Retirement Planning, Wealth Accumulation Strategies, Fixed Annuities, Asset Allocation, Brokerage Accounts, Buy Sell Agreements, Buy Sell Review, Deferred Compensation, Disability Insurance, Estate Planning, Executive Benefit Strategies.
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