Scott Holstein, CFP®, CPA, PFS
Feasterville, Pennsylvania, 19053
Member Since 2004
Our role is to help our clients lead more financially secure lives. We provide personalized financial services and tailored recommendations that act as a road map to achieve your financial goals. We are independent and have an open architecture which means we are not limited in our use of vendors for solutions or obligated to use proprietary products. Your interests always come first. Our philosophy is to educate and empower our clients, maintaining a high level of commitment to service, knowledge, disclosure and integrity. Our biggest impact may be the peace of mind that comes with a continuously monitored comprehensive financial program. Call us for a copy of our Client Bill of Rights.
My Location
Background Information
Years of Financial Experience
- 24
Education
- Penn State University (BS Accounting)
Certifications and Designations
- CFP®
- CPA
- PFS
Association Memberships
- AICPA
- FINRA
- PSPA
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Pershing
- SEI
- Genworth
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 1725281
- Securities Registrations: Series 65, Series 63, Series 7, Series 24, Series 8
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health, For NJ, NY, PA & FL
Company Names
- Registered Investment Advisor: Walnut Street Securities
- Broker/Dealer: Walnut Street Securities
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Illinois
- Maryland
- Massachusetts
- New Jersey
- New York
- North Carolina
- Oregon
- Pennsylvania
- Tennessee
- Texas
- Virginia
- WDC
Disclosure(s)
- View StatementScott Holstein may offer tax advice as a CPA but not in his role as a representative of Walnut Street Securities, Inc. Securities and investment advisory services offered through registered representatives of Walnut Street Securities, Inc., (Member FINRA & SIPC), a registered investment advisor.
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable, Assistance with estate administration and assets transfers
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, REITs
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Health
Visit Website - http://www.scottholstein.com
