About Scott Schechter

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
  • Member Agent, The Nautilus Group 


  • Competitive Sailor, 2003 North American Championship
  • University Heights Community Association Community Garden
  • Northcenter Chamber of Commerce Philanthropy Committee
  • Happily married for more than 25 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.

*Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology).  FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports.  Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see  https://urldefense.com/v3/__http:/www.SHOOKresearch.com__;!!IqRYp603ny2KL2MbNA!hcPvKRJUB0eP-qgSiAo5LoOHz8MI59Wf1t8YwiQwE1phBj5at_audE9q2JMJrPDURIhuaHox$"www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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.