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Scott Shrader, EA, CFP®

Scott Shrader, EA, CFP®

President, CERTIFIED FINANCIAL PLANNER™, Enrolled Agent

Scott Shrader EA, CFP® has a degree in Finance and International Business from the Pennsylvania State University. He started in the tax industry in 2001 by opening the 586th Liberty Tax Service office. During his tenure with Liberty Tax Service, he opened / operated a total of 16 different offices. He was consistently ranked in the top 50 entities, and had individual offices that ranked in the top 75 new offices nationally, the top 75 second year offices, the top 75 third year offices, and the top 50 growth lists(both on the office and entity level). In 2006, he became an Enrolled Agent (EA) and is able to represent taxpayers in front of the Internal Revenue Service.

Mr. Shrader expanded into the investment arena by obtaining his Series 7 (General Securities Rep) and Series 66 (NASAA-Uniform Combined State Law Exam) licenses in 2003. In 2004, he attended the H.D. Vest Financial Planning Institute in Cherry Hill, NJ. Mr. Shrader went on to complete the CERTIFIED FINANCIAL PLANNER™ certification program through New York University and became a CFP® professional. He is currently the president of Vault Financial, LLC and is personally meeting with clients that are passionate about pursuing their financial dreams.