Scott Shrader Ea, Cfp® Email and Phone Number
Scott Shrader Ea, Cfp® work email
- Valid
- Valid
- Valid
- Valid
Scott Shrader Ea, Cfp® personal email
- Valid
Scott Shrader Ea, Cfp® phone numbers
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.
-
PresidentThe Palm EventPalm Beach Gardens, Fl, Us -
President, Wealth AdvisorVault Wealth Management May 2012 - PresentPalm Beach Gardens, Florida, Us -
PresidentThe Palm Event Feb 2016 - PresentPalm Beach Gardens, Florida, Us -
PartnerThe Napa Event May 2024 - Present -
Financial AdvisorAvantax Wealth Management℠ Aug 2002 - PresentDallas, Texas, Us -
Executive Vice PresidentFlorida Tax Store Sep 2007 - Apr 2012Operating 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.
-
Independent ConsultantLiberty Tax Service Jan 2004 - Dec 2011Hurst, Texas, UsConducted 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. -
Business Development SpecialstLiberty Tax Service Jul 2003 - Dec 2003Hurst, Texas, UsSet 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. -
FranchiseeShrader Enterprises Sep 2001 - Dec 2009Owned 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.
-
Senior Mortgage Loan ConsultantPhh Mortgage Mar 1998 - Jul 2003Mount Laurel, Nj, Us
Scott Shrader Ea, Cfp® Skills
Scott Shrader Ea, Cfp® Education Details
-
Penn State UniversityFinance And International Business -
New York UniversityCfp® Certification Program -
Universidad De Costa Rica UcrInternational 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.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial