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Scott Walloch, CPA, CFP® †Vice President, Financial Planning Consultant

Experience

Scott is a partner, vice president and financial planning consultant at HK Financial Services (HKFS). In collaboration with a client’s CPA, Scott provides integrated planning and investment strategies for growing and protecting clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management and retirement planning based on each client’s unique objectives and priorities.

Credentials

Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNERcertificant (CFP®)

Education

B.S. in accounting and marketing, Valparaiso University, Valparaiso, Ind.

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