FEE-BASED INVESTMENT MANAGEMENT

 

 


 

SCOTT A. PELFREY, CPA/PFS, CFP
Senior Plan Designer

joined Coordinated Financial Planning after holding positions in several public accounting firms in their financial planning services groups. Scott's extensive field experience makes him an excellent resource. His primary role is to enhance client service by complementing Mr. Perrin's best-practices approach to financial planning. He is a certified public accountant (CPA) and personal financial specialist (PFS). He also earned his CFP board designation in 1992. Scott supports all aspects of the company's financial strategy design and implementation. He has over 23 years of financial services experience, 12 of which he has worked as an associate of Coordinated Financial Planning. Scott is a graduate of the University of Cincinnati.

2010 Coordinated Financial Planning Corporation  |  Legal Disclosure  |   Member FINRA/SIPC  |  All rights reserved