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Scott Stephen Haley, CFP®


Prelude Financial, LLC

589 n portage st
589 n portage st
doylestown, OH 44281-1854
View on Map (330) 217-3803

Year CFP® Certification Received: 2015
CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English
Specialties: Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Investment Management, Retirement Planning, Tax Planning, Wealth Management

Typical Client Profile

Average Net Worth: $500,001 - $1,000,000
Average Income: $100,001 - $250,000
Average Age: 45-54, 35-44, Baby Boomers, 55-64
Profession: Not Applicable

CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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