Drew Schlotter, CFP<sup>&reg;</sup> - Financial Advisor

Drew Schlotter, CFP®

CCFC, RLP®

Financial Planner

Legacy Consulting Group

5340 LEGACY DRIVE, SUITE 165
Plano, TX 75024
FINANCIAL ADVISOR'S WEBSITE
972-599-4750 CONNECT WITH Drew
  • facebook link
  • linkedin link
  • youtube link

General

Drew Schlotter is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Legacy Consulting Group in Plano, TX and the surrounding communities.

Financial Advisor Overview

At Legacy Consulting Group, we broaden and expand the financial conversation from traditional asset management to the full spectrum of life management. Our CERTIFIED FINANCIAL PLANNER® professionals develop a plan intended to realize your life’s ambitions as well as endure life’s surprises along the way.

More

Financial Advisor Experience

Before joining LCG, Drew worked as a financial planner in a range of small and mid-sized financial advisory firms, including time running his own RIA with a focus on life planning for Gen X and Y clients, helping them navigate the financial challenges faced by young professionals. With his unique background and perspective, Drew is constantly looking to adapt to the challenges of today, while keeping an eye on the ever-changing landscape of the future. He loves helping clients build and plan a vision for their future, while tackling the obstacles that pop up along the way. Prior to becoming a financial planner, Drew spent nearly a decade in the U.S. Navy as a military intelligence analyst, specializing in counter-terrorism operations. Drew graduated from Texas A&M University with a Bachelor of Science degree in Psychology, a Certificate in Work and Organizational Psychology and a minor in Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ as well as a Certified College Financial Consultant. As an alumnus, Drew is an active supporter of Texas A&M University’s Financial Planning program, mentoring our next generation of financial planners. Drew spends most of his free time with his wife Samantha and their daughter. He also trains in Muay Thai kickboxing, woodworking and enjoys driving off-road on 4×4 trails.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified College Financial Consultant (CCFC), Registered Life Planner (RLP)

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Government & Military, Employee Benefits, Getting Married, Job Loss, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Men's Finances, Women's Finances

More

Helpful Financial Planning Resources