Our Qualifications

 

Scott E. Holstein, CPA, PFS, CFP® has been in the financial services industry since 1987. Prior to founding Prudent Wealth Management Inc he was an Executive Financial Advisor with Josephthal & Co. Inc. for 12 years. Scott holds a B.S. in Accounting from Pennsylvania State University. He Specializes in Financial, Retirement, and Estate Planning, providing portfolio advisory and other financial services to his individual and corporate clients. Scott is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™, practitioner who holds several investment and insurance licenses.  Scott has also earned the Personal Financial Specialist designation. Scott is listed as one of the top 250 Wealth Managers in America in the October 2008 issue of Worth Magazine as an Honor Roll Advisor with the Paladin Registry and as a Five Star Wealth Manager in Philadelphia Magazine.  Scott has been listed, quoted and interviewed in many local and national publications.

The Paladin Registry uses a proprietary process for rating the quality of advisors. Ratings are based on an objective review of the following information:

  • Credentials: Education, certifications, experience
  • Ethics: Compliance record, registrations, fiduciary status
  • Business Practices: Methods of compensation and servicing policies
  • Wealth Management Services: Sophisticated services for complex markets 

Please click on this link for important disclosure information about the Paladin Registry

 





 

 

 

 

 

 

Worth magazine’s Top 250 Wealth Advisor award based on expertise and dedication to the field of wealth management. Advisors who are nominated and others who wish to participate complete a questionnaire about their educational and professional credentials and their approach to customer service, portfolio management and risk.  Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

Scott Holstein may offer tax advice as a CPA but not in his role as a representative of Cetera Advisors Network