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, Personal Financial Specialist and CERTIFIED FINANCIAL PLANNER™ Practitioner who holds several investment and insurance licenses.  Scott is listed as one of the top 250 Wealth Managers in America in the October 2008 issue of Worth magazine and a Five Star 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

http://www.paladinregistry.com/external/whypaladin/why_select.php

 





 

 

 

 

 

 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.