Scott  Schlegel,  CFP<sup>&reg;</sup> - Financial Advisor

Scott Schlegel, CFP®

CPA

Capital Analysts

Commonwealth Financial Network

6800 Dallas Parkway, Ste 200
Plano, TX 75024
(972) 731-6799

General

Scott Schlegel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Commonwealth Financial Network in Plano, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Mutual Funds, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth

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