Scott R. Schatzle,  CFP<sup>&reg;</sup> - Financial Advisor

Scott R. Schatzle, CFP®

Financial Planner

Mutual Trust Advisory Group

9480 Corkscrew Palms Cir, Ste #3
Estero, FL 33928
(239) 898-1534


Scott Schatzle is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mutual Trust Advisory Group in Estero, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications


Insurance Licenses

  • Life insurance: FL
  • Health/disability insurance: FL
  • Property/casualty: FL
  • Fixed annuities: FL
  • Variable annuities: FL

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Insurance, Life Planning, Retirement, Long-term Care


Helpful Financial Planning Resources