Scott Wolters
Partner Cfp Professional at San Diego Wealth
Based in San Diego, United States
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Seniority
Staff
Department
Other
Location
San Diego
Industry
Financial Services
Company size
12
Contact information
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s•••••••@sandiegowealth.com
Phone
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Background
About Scott Wolters
As a CERTIFIED FINANCIAL PLANNER™ professional, I began providing financial services to individuals, families, and businesses in San Diego County in 1978. I specialize in comprehensive financial planning, as well as assisting businesses in establishing 401k and other types of qualified retirement plans and employee benefits. My approach is to first invest time in you and your family in order to understand what makes you unique; your background, hopes, fears, and visions for the future. Once we have created a personalized plan that speaks to you, my team and I will work with you to implement your plan with ongoing monitoring and updates. I am dedicated to supporting your financial independence and happiness. Please feel free to reach out if you have any questions or concerns. I’m always happy to speak with you! Disclosures: Securities, investment advisory, and insurance services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. CA Insurance License #0542201
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