Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®, CLTC

Advanced Planning Advisor

CONNECT

Address:

8816 Six Forks Road , Suite 301
Raleigh, NC 27615

Phone:

(919) 719-3817

Qualifications

Scott joined the firm upon earning his bachelor’s degree in Psychology from the University of North Carolina at Chapel Hill.

Scott holds the following licenses and designations to help serve your needs:

  • Chartered Life Underwriter® (CLU®) designation is a respected designation of insurance expertise and provides in-depth knowledge on the insurance needs of individuals, business owners and professional clients.

  • Chartered Financial Consultant® (ChFC®) designation gives students in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning strategies.

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

  • Accredited Investment Fiduciary® (AIF® ) designation represents a thorough knowledge of and ability to apply the fiduciary Practices. Through fi360's AIF Training programs, AIF designees learn the Practices and the legal and best practice framework they are built upon. AIF designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.

  • Retirement Income Certified Professional® (RICP®) designation is appropriate for individuals working in the retirement income planning field and for those with a general background in financial services.

  • Chartered Advisor for Senior Living® (CASL®) designation prepares you to lead clients from middle age through retirement and assist them with the management, preservation and transfer of wealth.

  • CLTC designation certifying him in Long Term Care

  • Series 7 Securities License

  • Series 6 Securities License

  • Series 63 Securities License

  • Series 65 Securities License

  • Life/Health/LTC Insurance License

Other Professional Qualifications include:

  • Lifetime Member, Million Dollar Round Table 2006-Present

    • 2012, 2013, 2014, 2015, 2016 Court of the Table Member

  • Qualifier (ACE) Achieving Client Excellence 2006-Present

    • 2012, 2013, 2014, 2016 Platinum Qualifier

  • Member, Financial Planning Association

Please click here to view my complete bio.

 

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