Donald R. Scholz,  CFP<sup>&reg;</sup> - Financial Advisor

Donald R. Scholz, CFP®

Vice President & Chief Investment Officer

Marshall Financial Group

33 W Court St
Doylestown, PA 18901-4210
(215) 348-9393

General

Donald Scholz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Marshall Financial Group in Doylestown, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 22, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CT FL ME MA NJ PA
  • Health/disability insurance: CT FL ME MA NJ PA
  • Fixed annuities: CT FL ME MA NJ PA
  • Variable annuities: CT FL ME MA NJ PA

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, Charitable & Planned Giving, Career Change, Investment Management, Job Loss, Life Planning, Retirement, Personal Taxes

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Helpful Financial Planning Resources