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Pelleton Capital Management, Ltd.
Phone: 480.513.1830 office
Phone: 602.569.6126 direct
Charles C. Scott, Accredited Investment Fiduciary®, has more than 30 years of experience in the financial services industry. He developed and managed an institutional sales department for Washington Mutual, and then served as the Northwest Regional Manager for MFS, America's oldest mutual fund company. Since 1993, he has been an independent adviser, focusing on providing his clients with objective, unbiased planning and investment advice. He has written for the Wall Street Journal, CFO Magazine and other publications.
Never heard of a “rollover as business startup” transaction? It carries risks, but also important advantages for those seeking second acts in their careers.
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