Wealth Strategies Journal
Subject IndexAsset ProtectionBusiness SuccessionEstate PlanningFiduciary IssuesHigh Net Worth FamiliesInsuranceInvestmentsMarketingMultigenerational ValuesPhilanthropyRetirement Benefits

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R. Scott Pulsifer
myCIO Wealth Partners LLC
 

CoreStates Capital Advisors, LLC
115 Pheasant Run, Ste 112
Newtown, PA 18940
www.corestates.us

rsp@corestates.us
Phone: 267-759-5000
Fax: 267-759-5010

 


 

Mr. Pulsifer helps clients better manage life- events, along with their assets, CoreStates Capital Advisors, LLC, a wealth- management firm headquartered in Newtown, Pa.  Prior to joining, he served as a wealth advisor at Morgan Stanley and he also worked for Ernst & Young LLP, serving as a senior manager in their Personal Financial Counseling division.  Mr. Pulsifer has been an investment counselor and financial planner for more than 12 years. 

Education

BS – University of Colorado, Finance and International Business

Designations/ Memberships

CFA – Chartered Financial Analyst, 2000
CFP – Certified Financial Planner, 2000
CLU – Chartered Life Underwriter, 2003
Membership – Association of Investment Management and Research
Membership – Philadelphia CFA Society
Membership –Washington Association of Money Managers

 
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