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Scott Mcclatchey
Financial expert with wealth management and retirement planning expertise.
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Location
Carlsbad, California, United States, US
Skills
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Investments
- Financial Advisory
- Show all
Bio
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Topline AI
Scott Mcclatchey is a seasoned financial expert with a strong background in wealth management, retirement planning, and strategic financial planning. He holds a degree from the University of California, Los Angeles - The Anderson School of Management and is certified as a Certified Financial Planner. With expertise in investments, financial advisory, and portfolio management, Scott provides comprehensive wealth management services to clients in Carlsbad, California.
Credentials
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CERTIFIED FINANCIAL PLANNER
Certified Financial Planner Board of StandardsFeb, 2011- Apr, 2026 -
CERTIFIED FINANCIAL PLANNER™
CFP Board of Standards
Gold Feature
Click to upgrade to our gold packagefor the full feature experience.Education
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1998 - 2000University of California, Los Angeles - The Anderson School of Management
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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