D. Scott Neal, Sr. CFP<sup>&reg;</sup> - Financial Advisor

D. Scott Neal, Sr. CFP®

CPA

President

D. Scott Neal, Inc.

3292 Eagle View Lane, Suite 290
Lexington, KY 40509
FINANCIAL ADVISOR'S WEBSITE
(800) 344-9098
+1 More Number
(859) 254-3036
CONNECT WITH D.
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General

D. Neal is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at D. Scott Neal, Inc. in Lexington, KY and the surrounding communities.

Financial Advisor Overview

I have always served as a fiduciary planner. Am currently serving our firm of 9 people as President / CEO.

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Financial Advisor Experience

After 4 years as an Army Officer, my financial services career began as a consultant with Deloitte. That was 1980. I began my fee-only financial planning firm as a CPA in 1986 and registered D. Scott Neal,Inc. as a RIA in 1995. I'm still at it.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - Certified Exit Planning Advisor

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

I have never had a BD affiliation.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Business Taxes, Career Change, Disaster Recovery, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Real Estate, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes

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Helpful Financial Planning Resources