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

Jeffrey L. Schatz, CFP®

MBA

Senior Wealth Advisor

Alliant Wealth Advisors

9161 Liberia Avenue, Suite 100
Manassas, VA 20110
FINANCIAL ADVISOR'S WEBSITE
(703) 878-9050 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 Alliant Wealth Advisors 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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