Scarlett Che

CFP®, CRPC®

Connemara Group LLC

Associate Advisor

Scarlett Che

CFP®, CRPC®

Connemara Group LLC

Associate Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Scarlett Che, CFP®, CRPC®

(301) 321-3600

Fee-Only financial planner located in Rockville, MD, serving clients locally and across the country

Scarlett Che is a Rockville, MD fee-only financial planner. Connemara Group LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Scarlett Che is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Scarlett (Yuanyuan) Che, CFP® CRPC® is an Associate Advisor with Connemara. She directly supports all planning engagements.

Scarlett is a native of Zhuzhou, Hunan Province, China. She holds a Master’s in Finance degree from Drexel University in Philadelphia, Pennsylvania (2014) as well as the Certified Financial Planner (CFP®) and Certified Retirement Planning Counselor (CRPC®) professional designations.

A Financial Planning Association (FPA®) Diversity Scholarship recipient, Scarlett is committed to educating others on the importance of diversity within the emerging financial planning profession. Developing the skills and experience needed to serve as a highly qualified global financial planning professional is Scarlett’s long-term passion.  Scarlett is devoted to provided outstanding client service without the need for product sales or other sales goals.

In her spare time, Scarlett enjoys hiking, reading, writing and traveling. She is also a student of the culinary arts and explorer of new restaurants. She is fluent in both English and Mandarin.

Scarlett Che is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Rockville's Trusted Fee-Only Financial Advisors

No hidden agendas. No product sales. No commissions. Just unswerving commitments to helping you manage, protect, and grow your resources

Connemara Group’s unique fee-only financial planning model starts with the financial area that keeps you up at night, but we view it through a wide range of issues relating to personal finance and investing. Give us a call at 301-321-3600 to learn more.

Expert Financial Planning with Connemara Group

Our singular focus and Fiduciary Standard on financial planning (we aren’t after managing your assets) – provides you with a more cost efficient solution to access expert help. Our access to leading research information and specialized modeling software helps you to increase your confidence in the financial decisions you have to make. Stop guessing and start knowing. Our team consists of certified and experienced professionals who are here to help you with all of your financial planning needs, no matter where you are in your current or post career. This would include:

  • Professional and Young Executive – The beginning stages of your career but would like to financially plan moving forward.
  • Mid-Career, Pre-Retired Professional and Executive – Although retirement isn’t in the immediate future, financially preparing for it is.
  • Retired Professional and Executive – Now that the daily work life has ended, it is time to start arranging an efficient financial retirement plan.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Scarlett Che is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • National Association of Personal Financial Advisors (NAPFA)
    Scarlett Che is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • CRPC - Chartered Retirement Planning Counselor
    Scarlett Che is a Chartered Retirement Planning Counselor℠ (Learn More)

    The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.

Contact Scarlett Che

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Office Locations:

  • 11300 Rockville Pike Suite 712
    Rockville, MD 20852

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