Jeffrey L. Schatz,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey L. Schatz, CFP®

MBA

Wealth Advisor and Owner/Member

Savant Wealth Management

9161 Liberia Avenue, Suite 100
Manassas, VA 20110
FINANCIAL ADVISOR'S WEBSITE
(703) 855-7563 CONNECT WITH Jeffrey
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General

Jeffrey Schatz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Savant Wealth Management in Manassas, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Insurance, Life Planning, Retirement, Sudden Wealth, Women's Finances

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