Scott Shrader Ea, Cfp® Email & Phone Number

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.

Listed skills include Wealth Management, Independent Financial Advice, Strategic Financial Planning, Tax, and 46 others.