Scott Stevens, ChFC®AEP® RICP®
President | Financial Planner
As President and Financial Planner, Scott specializes in helping clients bring all pieces of their financial lives together. He works at the executive level to set wealth management strategy, provide advice and guidance to clients and design strategies based on client needs. He believes in thorough financial education and works to help clients understand and gain confidence in all aspects of their financial plans, so they are better able to work towards their goals.
Scott and his wife Stephanie are the proud parents of two girls, Ava and Cora. Outside of the office, Scott enjoys the outdoors, running, skiing and travel. The family enjoys spending time outside, traveling to new places and staying active in sports.
FINRA Series 6: Investment Company and Variable Contracts Products Representative Examination
FINRA Series 7: General Securities Representative Examination
FINRA Series 26: Investment Company and Variable Contracts Products Principal Examination
FINRA Series 63: Uniform Securities State Law Examination
FINRA Series 65: NASSA Investment Advisors Law Examination *Held with Private Advisor Group
The Series 6, 7, 26, 63 are held through LPL Financial.
ChFC®: Advanced financial planning for every person and every need: that’s the credo of the Chartered Financial Consultant® (ChFC®) designation. The ChFC® program covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, insurance, and more.
AEP®: The Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils (NAEPC) to estate planning professionals who meet stringent requirements of experience, knowledge, education professional reputation, and character.
RICP®: The Retirement Income Certified Professional® (RICP®) program empowers financial professionals with the knowledge they need to become experts in today's fast-growing retirement planning market. It is an extensive and intensive retirement income education that covers all retirement income styles and strategies. The RICP® designee is trained to understand how to structure an effective retirement income plan, how to mitigate risks to the plan, and how to create a sustainable stream of income to last through a client’s retirement years.
CLF®: The Chartered Leadership Fellow® (CLF®) Program provides financial services managers with the knowledge and tools they need to achieve key organizational goals, such as developing, coaching, and mentoring employees, recognizing and applying appropriate leadership styles, growing self-motivated teams, and dealing with a changing environment.