Scott J. Zollo


Scott obtained his first FINRA securities license in 1990 and has worked for Accu-Vest Planning, Inc ever since.   His educational background includes a Masters and a Bachelors degree in Finance from Rochester Institute of Technology as well as multiple securities licenses and insurance licenses.  He is also a Charter Financial Analyst (CFA), one of the premier designations in Investment Finance.  In 2000,  He founded Core Alpha, Inc. to better use his educational background in managing portfolios for individuals and small businesses. 


Contact info

585-235-3600 x2  (Phone) 

855-235-3600 x2 (Toll Free Phone)

Zoom Meeting Room


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1701 Chili Ave 

Rochester, NY 14624


Tel:  585-235-3600


Fax: 585-235-3609

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Securities offered through Mutual Funds Associates, Inc., Member FINRA & SIPC.
Managed accounts offered by Core Alpha, registered investment advisor with the state of New York. 

Our firm does not render personalized investment advice or services, or effect or attempt to effect any securities transactions with this website.  The purpose of this website is to provide the public with general information about the services offered by our investment management firm.

Due to various state regulations and filing requirements our firm and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements.