Fort Myers

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Chelsea Scomak
Financial Planner
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Chelsea Scomak, CFP

Lifestyle Financial Planner and CEO, Via Brio
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, Employee 401K Programs, Financial Therapy, Investing, Life Insurance, Long-Term Care, Mutual Funds
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Read more...
SPECIALTIES.
  • Business Cash Flow Analysis
  • Business Coaching
  • Business Planning
  • Financial Planning
  • IRA
  • Money Mindsets
  • Personal Tax Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
3620 Colonial Boulevard Suite 150
Fort Myers
Florida
33966
United States
SERVING:
All 50 States
Virtual Appointments Available
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