Scott A. McClatchey,  CFP<sup>&reg;</sup> - Financial Advisor

Scott A. McClatchey, CFP®

Senior Wealth Advisor

Ballast Rock Private Wealth

2888 Loker Ave E, Ste 110
Carlsbad, CA 92010-6683
FINANCIAL ADVISOR'S WEBSITE
(760) 259-8909

General

Scott McClatchey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ballast Rock Private Wealth in Carlsbad, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances, Women's Finances

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