Our Qualifications

Scott E. Holstein, CPA, PFS, CFP® has been in the financial services industry since 1987. Prior to joining Walnut Street Securities, Inc., as a Financial Advisor,  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 Five Star Wealth Manager in the November 2011 issue of Philadelphia Magazine, one of the top 250 Wealth Managers in America in the October 2008 issue of Worth Magazine and an Honor Roll Advisor with the Paladin Registry.

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

Scott Holstein may offer tax advice as a CPA but not in his role as a representative of Walnut Street Securities, Inc.   

Securities and investment advisory services offered through registered representatives of Walnut Street Securities, Inc., (Member FINRA & SIPC), a registered investment advisor.

The Paladin Registry 5 Star Advisor ranking is based on criteria determined by the Paladin Registry, years of financial services experience, education, number of industry degrees / designations, clean compliance / regulatory record and industry licenses and registrations.  Inclusion in the Paladin Registry is not an endorsement of the advisor by the Paladin Registry, nor is it indicative of the future performance or quality of investment advice provided by the advisor.  

The 5 Star award is granted by Five Star Professional, an independent 3^rd party marketing firm.  This award may not represent the experience of all clients and is not indicative of future performance or success.  This award stems strictly from client experiences as an insurance or securities product customer.