About Scott Schechter

Scott Schechter, CFP® Professional, CLU®, MBA
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.
  • 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



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