About Scott Schechter

 
Scott Schechter, CFP® Professional, CLU®, MBA

 

It's A Matter Of Trust

Selecting a financial advisor is not an easy decision. At Eagle Strategies, we are committed to earning our clients' trust everyday. By working together, we are confident that we can help you achieve your financial goals.
 
Scott has been helping families and businesses with their finances since 2002. The primary focus of his work is helping executives and professionals grow and preserve their assets. We do this by developing strategies to build wealth, reduce risk, and minimize taxes.

Previously, Scott worked in economics and finance. He has worked as an equities analyst, assisting in the management of a multi-billion dollar portfolio. He has also consulted with multi-national corporations on valuation and tax-strategy work.

Achievements/ Affiliations

  • MBA, University of Chicago, 1998
  • MA Economics, Northwestern University, 1993
  • Certified Financial Planner, CFP®
  • Chartered Life Underwriter, CLU® Designation
  • Chartered Financial Consultant, ChFc®
  • MDRT* Life and Qualifying Member
  • Member, NAIFA

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Personal

  • Competitive Sailor, 2003 North American Championship
  • University Heights Community Association Community Garden
  • Northcenter Chamber of Commerce Philanthropy Committee
  • Happily married for more than 20 years
 
Contact us today to discuss our process and see if it's right for you. You can call Scott Schechter directly at 619-350-3600.

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