Scott R. Koesterer CFP®, ChFC®
I began as a financial advisor in 2000 and became a CERTIFIED FINANCIAL PLANNER™ Professional in 2005. I have been working to provide personalized service to my clients, helping them reach their goals and dreams of financial independence ever since.
I spend a lot of my time meeting and talking with our clients, keeping current on the financial markets, economic news, and doing research for the portfolios that I manage for our clients. When I have the free time, I am out riding my road bike for fun and fitness, tending to my garden, or just spending time with my family and friends in beautiful Arizona.
I have a Bachelor of Science degree in business and have also earned the designations of CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Financial Consultant®. I currently hold life, health, disability and long-term care insurance licenses.