Scholar Financial
As professors of finance and CERTIFIED FINANCIAL PLANNER™ professionals, we bring a unique depth of knowledge and a passion for helping individuals and families achieve their financial goals. We‘ve seen firsthand the challenges and opportunities facing investors in today’s complex financial landscape. That’s why we founded Scholar Financial – to provide comprehensive, objective, personalized and trusted financial planning and investment advice tailored to your specific needs and aspirations. And to protect our clients from the many Wall Street sharks that far too often prey upon unsuspecting investors.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.