NOT AUTHORIZED TO USE CCFS® DESIGNATION.
Scot P. Sageser
Certified College Funding Specialist®
RIA/Investment Advisor
(360) 930-1892
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ABOUT Scot P. Sageser
Our firm is an independent financial planning and investment advisory firm. We specialize in helping our client's achieve their financial goals through the use intelligent planning, fact based investing and proactive tracking and reporting. We will help you formulate a plan that will help you achieve your financial goals for education planning and designing a program that will help maximize the financial resources available to you for your college and/ or University and education goals.
Designations
MBA - Master of Business Administration
Qualifications
Scot P. Sageser is a unique financial advisor. He understands the nature of the challenges and goals of his clients and is dedicated helping them design and implement plans for achievement. Scot holds a BA in Political Science/International Relations, A Master's Degree in Business, MBA, and holds a Financial Engineering certificate from the Financial Engineering Institute. He has been in practice for nearly 30 years and is ready to help move you toward your financial goals.
Licensed - Yes
License No -
License Type - Securities & Insurance