menu-icon close-icon comment search linkedin-square twitter facebook linkedin

Find a CFP® Professional

Don’t See the CFP® Professional You’re Looking For?

Refine Your Search

Check a CFP® Professional's Background

Search by an individual’s name and verify certification status and disciplinary history.

Verify

Are You a CFP® Professional?

Update your profile today!

Scott Stephen Haley, CFP®

Contact

Prelude Financial, LLC
http://www.preludefinancial.com

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.

CFP Board does not provide referrals. You should interview and evaluate several financial planners to find the one who is right for you. You will want to select a competent, qualified professional with whom you feel comfortable, one whose business style suits your financial planning needs.

For sample questions to ask when interviewing a CFP® professional, visit www.LetsMakeAPlan.org.

Use of this information by business organizations wishing to solicit CFP® professionals is expressly prohibited by CFP Board.