Scott Worley (CFP®)

Scott Worley focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

As a wealth advisor, Scott works with clients to generate, implement and maintain comprehensive wealth management strategies designed to help them achieve their most important financial goals. His specialties include investment management and tax strategies, advanced planning, retirement analysis and education planning tailored to fit clients’ unique needs.

Scott also has extensive experience in retirement plan services for corporate clients. He helps businesses address liabilities as a retirement plan sponsor by selecting appropriate service providers for their plans, scheduling and documenting the plan review process, developing an investment strategy, and providing guidance to their participants.

Additional Information

Scott earned his bachelor’s degree in business administration with a concentration in finance from the University of Tennessee in 2000. He also holds the CERTIFIED FINANCIAL PLANNER™ professional designation.

NAPFA Start Date

April 06, 2017

Submit
Submit

This Office

2763 Century Blvd Wyomissing, PA 19610-3346 Phone: (610) 376-8271