Scarlott Cagle (CFP®, EA, MS)

Scarlott Cagle focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Scarlott's work focuses on retirees, near retirees, and women's planning issues with a subspecialty of those in academia including teachers, professors, and public health professionals.

Additional Information

Scarlott joined Wealthcare in 2012 and serves clients in the Decatur and Metro Atlanta areas as well as across the country. She's passionate about helping her clients make smart decisions to help them achieve their financial goals. Scarlott embraces Wealthcare's patented goals-based planning process because it unites financial planning and portfolio management thoughtfully and simply. Goals-based wealth management enables her to create meaningful outcomes for her clients and build long term relationships which she feels is the best part of being a financial advisor. She takes great pride in delivering timely, relevant advice to her clients and she feels that giving her clients peace of mind is paramount to her success as an advisor. Most of all, she enjoys helping others. Scarlott earned a B.B.A. in Finance and Management magna cum laude from the University of West Georgia and an M.S. in Personal Financial Planning from Georgia State University. She has been a Certified Financial Planner(tm) professional since 1998. She is has been a NAPFA-Registered Financial Advisor since 2004. Scarlott enjoys reading, traveling, practicing functional fitness, and spending time outdoors with her two rescue pups.

NAPFA Start Date

July 09, 2004

This Office

PO Box 3837 Decatur, GA 30031-3837 Phone: (404) 414-0304