Tobias Paul Scheffler,  CFP<sup>&reg;</sup> - Financial Advisor

Tobias Paul Scheffler, CFP®

Financial Planner

Envision Strategies

4518 W. 89th St.
Prairie Village, KS 66207
(913) 907-2033

General

Tobias Scheffler is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Envision Strategies in Prairie Village, KS and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

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

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Irregular Income, Mutual Funds, Insurance, Minority Financing, Retirement, Life Planning, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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