Scott H. Wolters,  CFP<sup>&reg;</sup> - Financial Advisor

Scott H. Wolters, CFP®

San Diego Wealth

6390 Greenwich Drive, Suite 230
San Diego, CA 92122
(858) 270-7705

General

Scott Wolters is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at San Diego Wealth in San Diego, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 66

Designations & Certifications

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

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Disaster Recovery, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Real Estate, Insurance, Job Loss, Startup, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Starting a Family, Sudden Wealth

More

Helpful Financial Planning Resources