Tobias Scheffler
Father, Spouse, Hiker, Sports Fan
- Role
- Financial Planner at Prudential Advisors
- Location
- Overland Park, KS, US
- LinkedIn followers
- 500 followers
About Tobias Scheffler
Life is constantly in motion. Because of the constant movement, financial decisions can…
Experience
Financial Planner
Oct 2016 — Present · Prairie Village, KS, US
Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on strategies for the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors, and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients adjust due to our ever-changing environment.
Education
Kansas State University
Bachelor of Arts, Hotel and Restaurant Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.