TruPlan Financial Advisors

Financial ServicesMinnesota, United States11-50 Employees

TruPlan Financial Advisors is committed to delivering customized, comprehensive financial plans based on clients’ unique goals for the future. Our knowledgeable team includes Certified Financial Planners® and Certified Public Accountants® as well as specialists in qualified retirement plans and strategic partnerships. We believe clients deserve tax-smart investment strategies, personalized financial plans, and best-in-class service. And when financial professionals collaborate on their behalf – across accounts, disciplines, and companies – it advances our industry and the depth of advice clients receive.

Helping people reach their financial goals has always been our top priority. That remains true today – whether you’re a client, partner, or fellow advisor.

Justin Prescott, CFP®
President, Senior Financial Advisor

Alex Mayrand, CFP®
Chief Investment Officer, Senior Financial Advisor

Elizabeth Scafa, CPA, CFP®, AEP®
Managing Director-Eastern Region, Senior Wealth Advisor

David J. Scafa, CPA, PFS 
Senior Wealth Advisor

Securities offered through Cetera Wealth Services LLC, member FINRA (www.finra.org)/SIPC (www.sipc.org). Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. TruPlan Financial Advisors is not a registered broker/dealer or registered investment advisory firm.

(763) 541-8400 phone 
3300 Fernbrook Lane North, Suite 210
Plymouth, MN 55447

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