Scott Spann Ph.D., CFP Expertise: Retirement planning, financial planning, tax preparation Title: Senior Director Financial Education Education: Kansas State University, College for Financial Planning, The Citadel, College of Charleston Location: Charleston, South Carolina Highlights Scott Spann has been working in financial planning since 2000 and has held CFP certification since 2005Scott is an adjunct professor and teaches financial planning and personal finance coursesHe is the author of "Tax Resolution and Financial Freedom: Using the Financial Planning Process to Resolve IRS Tax Problems" Experience Scott has two decades of experience in financial planning. He specializes in retirement planning, financial education and wellness, and the psychology of money.Scott is senior director of financial education at BrightPlan, where he endeavors to provide comprehensive education, goals-based planning and investing, and financial wellness coaching. He led a CFP-Board-approved continuing education program at a previous firm, Financial Finesse.Scott is also an adjunct professor at Maryville University, where he teaches personal finance and advanced financial planning courses. Education Scott holds a Ph.D. in personal financial planning from Kansas State University. He also obtained a B.S. in psychology from The College of Charleston and an M.A. in clinical counseling from The Citadel. Scott earned the CFP designation from the Certified Financial Planner Board of Standards in 2005.Scott’s academic research has focused on topics related to retirement preparedness, financial wellness in the workplace, and the integration of money and life. About The Balance The Balance, a Dotdash Meredith brand, makes money easy to understand. We give people tools they need to not only make smart financial decisions but also prepare for the experiences they will have along the way. Our team of expert writers and editors have extensive qualifications in the topics they cover, and many of them have MBAs, PhDs, CFPs, and other advanced degrees and professional certifications. We require our writers to use primary sources in their articles, which are also approved by our Financial Review Board and fact-checked. You can learn more about the standards we follow in producing accurate, unbiased content in our editorial policy.