Scott A. Chelberg This is Me

Education

 View all 17 references Web References

1. 1. Scott A. Chelberg

   www.bgccarlsbad.org/board/chel - [Cached]

   Published on: 6/20/2008   Last Visited: 6/20/2008

   Scott A. Chelberg, CFP
   
   Retirement Solutions, Inc.
   
   scottchelberg@yahoo.com
   
   
   Scott Chelberg joined the Boys & Girls Clubs of Carlsbad's Board of Directors in January of 2003.His area of expertise is Resources and Fund Development.
   
   Scott earned a Bachelor of Science degree in Business Administration, with an emphasis in finance, from the University of Nebraska in 1985.A seasoned speaker, he conducts seminars on the modern portfolio theory, advanced estate planning, asset protection, investment management, and retirement planning.The CFP certification mark signifies that Scott has met the education, examination, experience, and ethics standards established by the Certified Financial Planner Board of Standards, Inc.Only qualified individuals are licensed to use this certification, which was established to assure the public that the financial planners using this mark are dedicated to a high level of professionalism.
   
   Scott is President of Retirement Solutions, Inc. in Carlsbad, California, which is a full-service wealth management firm.He specializes in retirement planning, investment management, and wealth management strategies for retired and nearly retired people.
   
   Scott is dedicated to reinvesting his time and energy into the community.He has been on the Scripps Hospital Community Advisory Board in Encinitas for 10 years and the Joint Boards for Scripps Heath.Scott is a member of the Carlsbad Chamber of Commerce, Financial Planners Association, the North Coastal Estate Planning Council, and H.S. Dent Advisory Network.
   
   Scott lives in Carlsbad with his two young daughters.In his leisure time, Scott enjoys jogging, biking, skiing, golfing and entertaining.

2. 2. www.2rsi.com

   www.2rsi.com/new/2rsi/content. - [Cached]

   Published on: 11/15/2007   Last Visited: 11/15/2007

   Scott A. Chelberg, CFPTM
   
   Scott Chelberg is the president of Retirement Solutions Inc. He is an investment advisor and Certified Financial PlannerTM with more than 20 years experience helping business owners and top-performing professionals realize their goals through personalized retirement planning and wealth management. Scott is also a registered representative with AIG Financial Advisors.
   
   Scott earned his B.S. in Business Administration with an emphasis in Finance from the University of Nebraska. He has met the continuing education, examination, experience and ethical standards required to earn the Certified Financial PlannerTM designation from the CFP Board.
   
   Scott is dedicated to reinvesting his time and energy in the local community and is currently an active board member of the Boys and Girls Clubs of Carlsbad. He is a member of the Financial Planners Association, North Coastal Estate Planning Council, H.S. Dent Advisory Network and Carlsbad Chamber of Commerce. He served on the Scripps Hospital Community Advisory Board in Encinitas for 10 years and also the Joint Boards for Scripps Health. Scott and his family are long-time Carlsbad residents and enjoy running, biking, skiing, golfing and entertaining
   
   Email Scott at chelberg@2rsi.com.

3. 3. www.2rsi.com

   www.2rsi.com/dhtmlcentral/mich - [Cached]

   Published on: 11/15/2007   Last Visited: 11/15/2007