Scott Vance
Trisuli Financial Advising
Financial Advisor Located in Cary, NC and Serving the Entire Area
9195897760
• Financial Planning
• Retirement Planning
• Insurance Planning
• Tax Planning
• Education Planning
 
 
 
 
Visit Our Website
Let's Connect
 
Offices
Trisuli Financial Advising
2500 Regency Parkway
Cary NC 27512
Trisuli Financial Advising
2500 Regency Parkway
Cary NC 27512
Trisuli Financial Advising
2500 Regency Parkway
Cary NC 27512
Scott Vance is a financial advisor located in and serving the greater Raleigh/Durham area. Trisuli Financial Advising specializes in providing objective financial planning and advice.  We specialize in education and tax planning.  
Title in the firm
Owner/Planner

Biography

Scott Vance is a Fee-Only financial planner serving the greater Raleigh, NC area. He started the firm Trisuli Financial Advising soon after retiring from the Army. He picked the name Trisuli from his experience working in the nation of Nepal at the US Embassy. The name Trisuli refers to a popular river in Nepal. The Trisuli river is a destination for travelers to spend time on the river enjoying paddling, fishing, and other activities. The river is a key source of income and integral part of the culture of the surrounding Nepalese population.

Scott's background allows him to closely understand the issues faced by our military personnel but he works with clients from all walks of life. His desire is to continue his service to individuals in need of financial advice. Throughout his career he has worked with soldiers who needed financial advice on an informal basis sparking his desire to become a financial planner. He is currently a candidate for CFP® certification, and seeks to provide objective, commission free advice to clients, not products.

Scott was born and raised in Pennsylvania. He has lived in a large number of US States as would be expected from a military member. He is married to Amy Douglass, also from Pennsylvania. Together they have a son, Brandon. As a family they love to ski in the winter and go kayaking and biking in the summer. In his spare time Scott enjoys refereeing soccer and wrestling and coaching Brandon in soccer.


Education
NC State CFP pre-licensing education


Welcome to The Financial Advice Network

That's it! No more work required.

Our experts will complete your profile in 2-5 days and follow up by email. You can add information or edit your profile by clicking on the yellow icons.

Please contact us if you have any questions.