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Scott Simpson, Cfp® Email & Phone Number
CERTIFIED FINANCIAL PLANNER™
at
Synergy Financial Advisors
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
CERTIFIED FINANCIAL PLANNER™
Location
Salt Lake City, Utah, United States
Who is Scott Simpson, Cfp®? Overview
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Quick answer
Scott Simpson, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ at Synergy Financial Advisors, based in Salt Lake City, Utah, United States. AeroLeads shows a matched LinkedIn profile for Scott Simpson, Cfp®.
Scott Simpson, Cfp® previously worked as Sr. Financial Services Representative at E*Trade and Cyprus Interactive Team Member at Utah Jazz. Scott Simpson, Cfp® holds Bachelor Of Science (B.S.), Consumer And Community Studies (Emphasis In Financial Planning) from University Of Utah.
Company email context
Email format at Synergy Financial Advisors
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Synergy Financial Advisors
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Profile bio
About Scott Simpson, Cfp®
I am dedicated to helping successful individuals and families achieve their retirement dreams through comprehensive financial planning. My approach goes beyond traditional retirement savings and investments, encompassing a holistic view of your financial well-being. From wealth accumulation and tax optimization to estate planning and legacy building, I create tailored strategies to secure your financial future.I believe in building long-term relationships based on trust, transparency, and exceptional service. Let's work together to create a retirement plan that reflects your unique goals and aspirations.When I'm not immersed in the world of finance, I enjoy the thrill of Utah Jazz and Utes basketball, exploring the beauty of Big Cottonwood Canyon, and spending quality time with friends and family.Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC Advisory Services offered through Osaic Wealth, Inc., an SEC Registered Investment Advisor, Jonathan “Scott” Simpson, CFP®, Representative.
Listed skills include Leadership, Teaching, Customer Service, Management, and 7 others.
Current workplace
Scott Simpson, Cfp®'s current company
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4 roles
Scott Simpson, Cfp® work experience
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Certified Financial Planner™
CurrentI am dedicated to helping successful individuals and families achieve their retirement dreams through comprehensive financial planning. My approach goes beyond traditional retirement savings and investments, encompassing a holistic view of your financial well-being. From wealth accumulation and tax optimization to estate planning and legacy building, I.
Nov 2018 - Present
Sr. Financial Services Representative
Feb 2016 - Nov 2018
Cyprus Interactive Team Member
Sep 2017 - Sep 2018
2 education records
Scott Simpson, Cfp® education
Bachelor Of Science (B.S.), Consumer And Community Studies (Emphasis In Financial Planning)
Associate Of Science (A.S.), General Studies
FAQ
Frequently asked questions about Scott Simpson, Cfp®
Quick answers generated from the profile data available on this page.
What company does Scott Simpson, Cfp® work for?
Scott Simpson, Cfp® works for Synergy Financial Advisors.
What is Scott Simpson, Cfp®'s role at Synergy Financial Advisors?
Scott Simpson, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ at Synergy Financial Advisors.
Where is Scott Simpson, Cfp® based?
Scott Simpson, Cfp® is based in Salt Lake City, Utah, United States while working with Synergy Financial Advisors.
What companies has Scott Simpson, Cfp® worked for?
Scott Simpson, Cfp® has worked for Synergy Financial Advisors, E*Trade, and Utah Jazz.
How can I contact Scott Simpson, Cfp®?
You can use AeroLeads to view verified contact signals for Scott Simpson, Cfp® at Synergy Financial Advisors, including work email, phone, and LinkedIn data when available.
What schools did Scott Simpson, Cfp® attend?
Scott Simpson, Cfp® holds Bachelor Of Science (B.S.), Consumer And Community Studies (Emphasis In Financial Planning) from University Of Utah.
What skills is Scott Simpson, Cfp® known for?
Scott Simpson, Cfp® is listed with skills including Leadership, Teaching, Customer Service, Management, Customer Satisfaction, Public Speaking, Sales, and Coaching.
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