Christopher Scott, CFP®, CTFA™, Senior Financial Advisor

Chris Scott, Senior Financial Advisor

CUSO Financial Services, L.P.*

Build a relationship with Chris to establish a genuine partnership and a financial plan that’s all about you.

Customized Plans to Achieve Your Goals

“As a Wealth Advisor registered with CUSO Financial Services, I listen closely to my clients’ objectives and concerns. My role is to help my clients achieve their life goals, and I am passionate about this responsibility. Each situation is unique, and my process includes building customized financial plans for families, individuals, and businesses. My planning and ongoing management addresses specific goals for current, future, retirement, and legacy succession aspirations. I believe building trust and providing superior service are critical to growing relationships that can span multiple generations.”

Check the background of this financial advisor on FINRA’s BrokerCheck website.

About Chris

Chris has been active in the financial planning industry since 1997. He works closely with Citadel members and local businesses to create individualized financial and retirement plans. Chris received his Bachelor of Science degree from Drexel University with concentrations in Finance and Operations Management. Chris also attained a Master of Business Administration degree from Widener University, with a concentration in Financial Planning. Chris has lived in Chester County for over 10 years and is a lifelong resident of the Philadelphia suburbs. He is an avid musician who is active in the Lukens Concert Band and Great Valley School organizations.

Certifications

  • Certified Financial Planner Professional
  • Certified Trust Financial Advisor
  • Series 7 General Securities Representatives
  • Graduate of Drexel University
  • MBA graduate of Widener University

Regional Coverage

Chris's regional coverage includes Citadel’s West Chester, Glen Mills and Paoli offices.

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Chris assists members with a variety of investment solutions. Connect with Chris to establish a genuine partnership and a financial plan that’s all about you.

Email: ChrisScott@citadelbanking.com
Phone: (484) 713-3749
Fax: (610) 466-6432
Assistant: Joela Powell, (610) 380-6000, ext. 3360

 

Contact Chris today!

Schedule a consultation with Christopher Scott, Senior Financial Advisor, CUSO Financial Services, L.P.*


*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA / NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal.  Investment Representatives are registered through CFS.  Citadel has contracted with CFS to make non-deposit investment products and services available to credit union members. 

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.