Scott Serfass Email & Phone Number
Financial Advisor @ WakePointe Wealth Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Scott Serfass Location
- Charlotte, NC, US
Scott Serfass Work
- 2021 -now Financial Advisor @
- 2004 -2021 Financial Advisor @
- 2006 -2007 Manager @
Scott Serfass Education
- The American College of Financial Services
Chartered Financial Consultant (ChFC®), Financial Planning and Services
2013-2013 - The American College of Financial Services
Chartered Life Underwriter (CLU®)
2013-2013 - College for Financial Planning
Certified Financial Planner (Financial Planning and Services)
2008-2008 - College for Financial Planning
Certified Retirement Planning Consultant (CRPC®) (Retirement Planning)
2006-2006 - Miami University
Bachelor of Science, Finance (Finance and Management Information Systems)
2000-2004
Scott Serfass Skills
- Retirement Planning
- Inventory Management
- Investment Advisory
- Sales Management
- Estate Planning
- Finance
- Leadership
- Financial Advisory
- Business Strategy
- Investments
- Advisory
- Services
- Phillips
Scott Serfass Summary
- Scott Serfass, based in Charlotte, NC, US, is currently a Financial Advisor at WakePointe Wealth Advisors. Scott Serfass brings experience from previous roles at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc.. Scott Serfass holds a 2013 - 2013 Chartered Financial Consultant (ChFC®), Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Retirement Planning, Inventory Management, Investment Advisory, Sales Management, Estate Planning and more. Scott Serfass has 1 mobile phone numbers on RocketReach.
Looking for a different Scott Serfass?
Find contact details for 700 million professionals.
Others Named Scott Serfass
Scott Serfass
West Coast FAST team Lead
Henderson, NV, US
Scott Serfass
Direct Sales Representative J and J Dedicated Team
Fayetteville, AR, US
Scott Serfass
Senior Quality Specialist
Gettysburg, PA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co