Meet Charles Scott , AIF ®, CDP ® Founder and President of Pelleton Capital Management. With over thirty years in the financial services industry, Charles has been an independent advisor, successfully serving clients in the Phoenix-Scottsdale area with objective and unbiased advice since 1999. Charles was the third in the state of Arizona to achieve the designation of Accredited Investment Fiduciary®. Charles has also achieved the CDP ® designation from the National Council of Certified Dementia Practitione
Pelleton Capital Management 7231 E. Princess Blvd, Suite 208 Scottsdale, AZ 85255 (480) 513-1830 | www.PelletonCapital.com
The content is not endorsed or approved by the Social Security Office or any other Government Agency. Guarantees are backed by the financial strength and claims paying ability of the issuing company. This content is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used to avoid penalties or to promote, market, or recommend any tax plan or arrangement. You are encouraged to consult your p