Scott Pulsifer
Financial Planner helping select private clients to achieve a higher return on life.
- Role
- Financial Life Planner, Managing Partner at Junto Wealth
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Scott Pulsifer
Over 30 years helping individuals and their families to achieve the best possible life…
Experience
Financial Life Planner, Managing Partner
Nov 2010 — Present · Philadelphia, PA, US
Junto Wealth is an independent financial life planning firm. Our drive is to help you achieve the best possible life with the money you have, viewing money as a means to make a life, rather than using lives to make money.We work with successful individuals and their families who share the desire to build a healthy and collaborative relationship. As a financial friend, we engage our clients in Essential Services that are critical to success - Pro-Activity, Organization, Accountability, Education, and Friendship - and we operate across five Financial Pillars with technical expertise: Cash Flow, Tax & Debt, Risk Management, Portfolio Management, and Legacy Planning.Together, we help to achieve a rewarding life. Learn more at
Skills
- Investments
- Estate Planning
- Wealth
- Investment Advisory
- High Net Worth Individuals
- Personal Finance
- Membership
- Wealth Management
- Certified Financial Planner
- Investment Strategies
- Alternative Investments
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