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Financial Advisors
Scott Pelfrey
CPA
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Scott Pelfrey is a Financial Advisor with the statewide practice of Cooper, Adel, Vu Financial, LLC.
During Scott’s career, he has worked in a variety of financial and public accounting firms which often involved simultaneously working on a client’s wealth management needs and personal taxes, a skill set that fits well at Cooper Adel & Vu Financial. As a member of the financial advisor team of Cooper, Adel, Vu, Scott offers his clients the benefit of the three main financial cornerstones of a family’s life – legal, financial & tax – under one roof.
Scott received an Associate’s degree in Accounting from Sinclair Community College, a Bachelor of Science degree with a dual major of Accounting and Finance from the University of Cincinnati and a MBA from Western Governors University. He is a CPA and a Certified Financial Planner™ (CFP®). Additionally, he maintains the Series 7 and 66 securities licenses.
Scott is originally from Germantown Ohio. He has two grown daughters and in his free time enjoys golf, international espionage novels, time with family, watching football (Bengals, Buckeyes and Bearcats) and NASCAR.
Scott Pelfrey is a registered representative of and conducts securities transactions through CoreCap Investments, LLC. Scott Pelfrey is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC.
Cooper, Adel, Vu Financial LLC is a separate entity and not affiliated with CoreCap Investments or CoreCap Advisors.
Locations
- Anderson Township | Centerburg | Chillicothe | Hilliard | Medina | Monroe | Sidney
+1 844 262 5214
Rhett Butler, Julian Guilfoyle, Jeff Jones, Scott Pelfrey, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are registered representatives of and conduct securities transactions through CoreCap Investments, LLC.
Rhett Butler, Julian Guilfoyle, Jeff Jones,Scott Pelfrey, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC.
Cooper, Adel, Vu Financial, LLC, CoreCap Investments and CoreCap Advisors are separate and unaffiliated entities.
Centerburg, Ohio and Monroe, Ohio are Registered Branch Offices of CoreCap Investments, LLC. Securities offered only through these Registered Branch Offices.
Copyright © 2023 by Cooper, Adel, Vu Financial Services, LLC
The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.
The content is developed from sources believed to be providing accurate information. Some material was developed and produced to provide information that may be of interest. The opinions expressed and material provided should not be considered a solicitation for the purchase of sale of any security.
Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefit or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Locations
- Anderson Township | Centerburg | Chillicothe | Hilliard | Medina | Monroe | Sidney
+1 844 262 5214
Rhett Butler, Steven Ervin, Julian Guilfoyle, Jeff Jones, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are registered representatives of and conduct securities transactions through CoreCap Investments, LLC.
Rhett Butler, Steven Ervin, Julian Guilfoyle, Jeff Jones, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC.
Cooper, Adel, Vu Financial, LLC, CoreCap Investments and CoreCap Advisors are separate and unaffiliated entities.
Centerburg, Ohio and Monroe, Ohio are Registered Branch Offices of CoreCap Investments, LLC. Securities offered only through these Registered Branch Offices.
Copyright © 2023 by Cooper, Adel, Vu Financial Services, LLC
The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.
The content is developed from sources believed to be providing accurate information. Some material was developed and produced to provide information that may be of interest. The opinions expressed and material provided should not be considered a solicitation for the purchase of sale of any security.
Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefit or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.