After finishing my MBA at the University of Chicago, I went to work helping to manage a multi-billion-dollar equity portfolio in Chicago. One day, after a few years of doing this, I happened to be sitting at my desk looking out my window, looking down on Michigan Avenue, watching people walk up and down the sidewalk, and I had an 'aha' moment that literally changed the course of my life.With all the education and financial knowledge that I had, even if I did the best job possible for the portfolio, the chances of my making an impact on an individual person's life were practically zero. So I started thinking about how I could help people like those walking on the sidewalk instead of looking down at them from an office in the sky.Today, I don't look down on people on the sidewalk, wishing I could help. Instead, I get to sit across from my clients, shake their hand, and look them in the eyes and take time to get to know their unique situation and tailor each client's financial strategy according to their unique needs. Whether you have a specific situation to address or just want help maximizing your opportunities, I can help you find the best strategies and resources to support your vision of success, help build and secure your financial future, your unique financial goals, and help you change the course of your life.If you would like to learn how I can help you, you can reach me at 619-350-3601 or email@example.com.
Chartered Life Underwriter, CLU®
Chartered Financial Consultant, ChFc®
Chartered Advisor in Philanthropy, CAP®
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
MBA, University of Chicago, 1998
MA Economics, Northwestern University, 1993
Social Ventures San Diego Partner
Northcenter Chamber of Commerce Philanthropy Committee
Happily married for more than 25 years
I also hike, sail, bake, and volunteer regularly
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.