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



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.


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.

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