Scott Cmfc Email & Phone Number
Wealth Manager, Chief Investment Officer, CMFC® @ Financial Journey Partners
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Scott Cmfc Location
- California, United States
Scott Cmfc Work
- 2018 -now Wealth Manager, Chief Investment Officer, CMFC® @
- 2000 -2018 Financial Advisor @
- 1984 -2000 Various - Engineering, Manufacturing, Marketing and Management @
Scott Cmfc Education
- University of Wisconsin-Madison
Master of Business Administration - MBA (Business)
1982-1984 - University of Wisconsin-Madison
Bachelor of Science - BS (Mechanical Engineering)
1979-1982 - University of Wisconsin-Green Bay 1977-1979
Scott Cmfc Skills
- Retirement Planning
- Wealth Management
- Mutual Funds
- Investments
- Life Insurance
- Financial Planning
- Strategic Financial Planning
- Asset Allocation
- Investment Strategies
- Series 63
- Securities
Scott Cmfc Summary
- Scott Cmfc, based in California, United States, is currently a Wealth Manager, Chief Investment Officer, CMFC® at Financial Journey Partners. Scott Cmfc brings experience from previous roles at Waddell & Reed and HP. Scott Cmfc holds a 1982 - 1984 Master of Business Administration - MBA in Business @ University of Wisconsin-Madison. With a robust skill set that includes Retirement Planning, Wealth Management, Mutual Funds, Investments, Life Insurance and more. Scott Cmfc has 2 emails and 3 mobile phone numbers on RocketReach.
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