Scott Shrader Ea, Cfp®

Scott Shrader Ea, Cfp® Email and Phone Number

President @ The Palm Event
Palm Beach Gardens, FL, US
Scott Shrader Ea, Cfp®'s Location
Palm Beach Gardens, Florida, United States, United States
Scott Shrader Ea, Cfp®'s Contact Details

Scott Shrader Ea, Cfp® personal email

Scott Shrader Ea, Cfp® phone numbers

About Scott Shrader Ea, Cfp®

Scott Shrader EA, CFP® has a degree in Finance and International Business from the Pennsylvania State University. He started in the tax industry in 2001 by opening the 586th Liberty Tax Service office. During his tenure with Liberty Tax Service, he opened / operated a total of 16 different offices. He was consistently ranked in the top 50 entities, and had individual offices that ranked in the top 75 new offices nationally, the top 75 second year offices, the top 75 third year offices, and the top 50 growth lists(both on the office and entity level). Mr. Shrader expanded into the investment arena by obtaining his Series 7 and Series 66 licenses in 2003. In 2004, he attended the H.D. Vest Financial Planning Institute in Cherry Hill, NJ. Mr. Shrader went on to complete the CERTIFIED FINANCIAL PLANNER™ certification program through New York University and became a CFP® professional. In 2006, Mr. Shrader became an Enrolled Agent (EA) which enables him to represent taxpayers in front of the Internal Revenue Service. In 2007, he relocated to West Palm Beach, FL to become an operating partner in a nine office tax firm. In 2012 Mr. Shrader founded Vault Financial, LLC to combine his many years experience in both the tax industry and the financial service industry into a full service financial firm. He is personally meeting with and advising clients that are passionate about pursuing their financial dreams.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.

Scott Shrader Ea, Cfp®'s Current Company Details
The Palm Event

The Palm Event

View
President
Palm Beach Gardens, FL, US
Website:
thepalmevent.com
Employees:
2
Scott Shrader Ea, Cfp® Work Experience Details
  • The Palm Event
    President
    The Palm Event
    Palm Beach Gardens, Fl, Us
  • Vault Wealth Management
    President, Wealth Advisor
    Vault Wealth Management May 2012 - Present
    Palm Beach Gardens, Florida, Us
  • The Palm Event
    President
    The Palm Event Feb 2016 - Present
    Palm Beach Gardens, Florida, Us
  • The Napa Event
    Partner
    The Napa Event May 2024 - Present
  • Avantax Wealth Management℠
    Financial Advisor
    Avantax Wealth Management℠ Aug 2002 - Present
    Dallas, Texas, Us
  • Florida Tax Store
    Executive Vice President
    Florida Tax Store Sep 2007 - Apr 2012
    Operating partner in a nine office tax firm. Grew revenues 650% over 5 years. Hired, trained and managed over 200 employees. Prepared company budgets, P&L's, and projections.
  • Liberty Tax Service
    Independent Consultant
    Liberty Tax Service Jan 2004 - Dec 2011
    Hurst, Texas, Us
    Conducted update training and taught advanced tax subjects at company training events throughout the country. Produced instructional webinars and wrote training manuals on various subjects for the national franchise. Made technical visits to brand new offices and made troubleshooting visits to struggling offices to make sure that they were in compliance with the Liberty Tax system and properly trained.
  • Liberty Tax Service
    Business Development Specialst
    Liberty Tax Service Jul 2003 - Dec 2003
    Hurst, Texas, Us
    Set up National Discount Program with several large corporate employers. Managed national mall relationships with General Growth, Simon, etc., negotiated short and long term leases on behalf of franchisees, and attempted to place franchisees in available strategic locations throughout the country. Developed modular office building project from conception to production. Managed the 25 foot Statue of Liberty program - worked with factory, contractors, and municipalities.
  • Shrader Enterprises
    Franchisee
    Shrader Enterprises Sep 2001 - Dec 2009
    Owned and operated 6 Liberty Tax Service offices. Consistently ranked in among the top 50 franchisees in the country, several times in the top 10. Trained, developed, and managed over 500 employees. Organized franchisee meetings and developed regional marketing plans.
  • Phh Mortgage
    Senior Mortgage Loan Consultant
    Phh Mortgage Mar 1998 - Jul 2003
    Mount Laurel, Nj, Us

Scott Shrader Ea, Cfp® Skills

Wealth Management Independent Financial Advice Strategic Financial Planning Tax Tax Preparation Personal Tax Planning Retirement Planning Investments Financial Analysis Series 7 Small Business Retirement Financial Services Accounting Insurance Portfolio Management Finance Real Estate Business Planning Tax Accounting Wealth Accumulation Strategies Life Insurance Long Term Care Insurance Disability Insurance Variable Annuities Equity Indexed Annuities Certified Financial Planner Irs Enrolled Agent College Savings Plans Mutual Funds Etfs Stocks Bonds Stock Market Iras Roth Ira 401k Rollovers Investment Advisory Investment Strategies Social Security Medicare Medicare Prescription Drug Plans Medicare Advantage Obamacare Affordable Care Act Health Insurance Licensed Life And Health Insurance Agent Financial Planners Financial Advisory

Scott Shrader Ea, Cfp® Education Details

  • Penn State University
    Penn State University
    Finance And International Business
  • New York University
    New York University
    Cfp® Certification Program
  • Universidad De Costa Rica Ucr
    Universidad De Costa Rica Ucr
    International Business

Frequently Asked Questions about Scott Shrader Ea, Cfp®

What company does Scott Shrader Ea, Cfp® work for?

Scott Shrader Ea, Cfp® works for The Palm Event

What is Scott Shrader Ea, Cfp®'s role at the current company?

Scott Shrader Ea, Cfp®'s current role is President.

What is Scott Shrader Ea, Cfp®'s email address?

Scott Shrader Ea, Cfp®'s email address is sc****@****ent.com

What is Scott Shrader Ea, Cfp®'s direct phone number?

Scott Shrader Ea, Cfp®'s direct phone number is +156138*****

What schools did Scott Shrader Ea, Cfp® attend?

Scott Shrader Ea, Cfp® attended Penn State University, New York University, Universidad De Costa Rica Ucr.

What skills is Scott Shrader Ea, Cfp® known for?

Scott Shrader Ea, Cfp® has skills like Wealth Management, Independent Financial Advice, Strategic Financial Planning, Tax, Tax Preparation, Personal Tax Planning, Retirement Planning, Investments, Financial Analysis, Series 7, Small Business, Retirement.

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