About My Practice
I focus on financial planning, risk assessment, portfolio management, and financial consulting as tools to help high net worth and cross border clients earn more and retain more.
Through my team of independent tax and estate professionals I can facilitate a complete financial strategy for you.
My personal services include investment strategies for retirement, educational planning, and life planning.
Being part of the community I provide free or reduced priced services to charitable and community based organizations.
I will help you obtain your goals!
Scott Schwartz, CFP (Certified Financial Planner), CIMA (Certified Investment Management Analyst), AIF (Accredited Investment Fiduciary), MBA
Managing Principal for SAS Financial Advisors, LLC.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Other - Accredited Investment Fiduciary
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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