Jessica Scott
Financial Advisor | Peak Planning Group
- Role
- Financial Advisor at Peak Planning Group
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Jessica Scott
I believe having a passionate purpose behind your financial plan is the key to making it something you are invested in. Do you want to buy a home? Are you planning to retire soon? Are you planning for college costs? I work with you to help you determine your goals and understand your full financial picture - debt, budgeting, retirement savings, insurance needs, estate planning, and tax planning.I hold the CFP®, the CDFA®, and the CTFA designations. I am an active member of the Financial Planning Association where I serve as the President for the Triangle Chapter.In my free time, I enjoy spending time with my husband and our four children, running the Raleigh greenways, or visiting a local coffee shop.
Experience
Financial Advisor
Mar 2024 — Present · Raleigh, NC, US
I help individuals and families manage their wealth through plan-based asset management. I believe having a passionate purpose behind your financial plan is the key to making it something you are invested in. Whether you are actively growing your wealth with a busy career, navigating a life transition such as divorce, or preparing for your retirement years, I look at holistic solutions right for your situation.
Education
Universidad de Salamanca
Spanish Language and Literature
2010 — 2010
McDaniel College
Bachelor's degree, Business Administration and Management, General
2006 — 2010
The American College of Financial Services
CFP
2015 — 2016
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