Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc®
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Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® Email & Phone Number

NAPFA-Registered, Fee-Only Financial Advisor Specializing in Helping Pre/Post-Retirees Plan and Invest For Retirement at Weiss Financial Group
Location: Mahopac, New York, United States 7 work roles 7 schools
4 work emails found @weiss-financial.com 2 phones found area 845 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 4 work emails · 2 phones

Work email s****@weiss-financial.com
Direct phone (845) ***-****
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Current company
Weiss Financial Group
Role
NAPFA-Registered, Fee-Only Financial Advisor Specializing in Helping Pre/Post-Retirees Plan and Invest For Retirement
Location
Mahopac, New York, United States
Company size
3 employees

Who is Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc®? Overview

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Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® is listed as NAPFA-Registered, Fee-Only Financial Advisor Specializing in Helping Pre/Post-Retirees Plan and Invest For Retirement at Weiss Financial Group, a with 3 employees, based in Mahopac, New York, United States. AeroLeads shows a work email signal at weiss-financial.com, phone signal with area code 845, and a matched LinkedIn profile for Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc®.

Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® previously worked as Personal Financial Advisor - CERTIFIED FINANCIAL PLANNER™ Professional at Weiss Financial Group and Investment Adviser Representative at Asset & Financial Planning, Ltd.. Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® holds Bachelor Of Fine Arts from State University Of New York At New Paltz.

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*@weiss-financial.com
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AeroLeads found 4 current-domain work email signals for Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc®. Compare company email patterns before reaching out.

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Profile bio

About Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc®

I specialize in assisting pre-retirees and retirees who need help with their retirement plan and want to delegate their investment management program to an advisor.By using a combination of comprehensive financial planning and investment management services I help my clients think through difficult financial trade offs and come up with solutions that can provide peace of mind. If you are looking for someone to explain complicated financial issues in a clear way while helping you get to and through retirement, you’ve come to the right place.★ WHAT MAKES ME DIFFERENTI was previously an art director at Money Magazine and Mutual Funds Magazine where I worked for nearly 12 years helping readers better understand personal finance topics. I enjoy making complex financial issues easier to understand, love solving problems and assisting clients as they work toward their goals. As a career changer and father of two teenage boys, I know what it takes to care for a family while simultaneously working toward achieving personal goals. I truly enjoy collaborating with my clients and helping them transition into their vision of a successful retirement. ★ SPECIALTIES• Retirement Planning• Portfolio Management• Approaching Retirement• Late-Career• Retirement Income Planning• Asset Allocation Strategies• Fund Selection• ​​​​​​​Ongoing investment monitoring• Life Transitions• Sudden Money Situations• Dealing with the loss of a spouse• Dealing with an Inheritance• Dealing with Stock Options• Help with 401(k) and IRAs• College Education Planning• Cash Flow Planning• Coordination with other professionals★★★TO LEARN MORE ABOUT ME WATCH THE 2 VIDEOS BELOW★★★

Listed skills include Widows, College Education Planning, Career Changers, Budgeting, and 9 others.

Current workplace

Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc®'s current company

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Weiss Financial Group
Weiss Financial Group
NAPFA-Registered, Fee-Only Financial Advisor Specializing in Helping Pre/Post-Retirees Plan and Invest For Retirement
mahopac, new york, united states
Website
weiss-financial.com
Employees
3
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7 roles

Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® work experience

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Personal Financial Advisor - Certified Financial Planner™ Professional

Current
Weiss Financial Group

704 Route 6, Mahopac, Ny 10541

-----------------------★ RETIREMENT PLANNING & INVESTMENTSI am a Fee-Only Financial Planner serving the entire Putnam and Dutchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT). I specialize in providing objective financial planning and retirement planning to help clients build, manage and protect their assets through life's transitions. I am a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.-----------------------★ HELPING PRE-RETIREMENT THROUGH RETIREMENT> Company employees, IT professionals, and healthcare professionals with pensions, 401(k) plans and/or stock options.> Public service employees such as teachers, police officers, and other government workers with pensions and/or 403(b)'s, 457's, etc. -----------------------★ IMPORTANT LIFE EVENTS I HELP WITH1) Planning/Saving For Retirement2) Financial Windfalls (i.e. insurance payout, inheritance, stock options)3) Saving For College4) Job/Career Changers5) Loss of a Spouse

Oct 2011 - Present

Investment Adviser Representative

Asset & Financial Planning, Ltd.

• Obtained series 7• Obtained series 66• Obtained Life & Health Insurance License

Dec 2010 - Dec 2011

Client Services Representative

Gilman Ciocia
Dec 2009 - Nov 2010

Deputy Art Director

Money Magazine

New York, Ny

Published by Time Inc, Money Magazine's articles cover the gamut of personal finance topics ranging from investing, saving, retirement and taxes to family finance issues like paying for college, credit, career and home improvement. It is well known for its annual list of "America's Best Places to Live."MY ACCOMPLISHMENTS• Worked with the editorial staff to help visually explain complicated financial issues in a way that was easily understood by the average reader.• Developed and created infographics

Nov 2002 - Dec 2009

Associate Art Director

Mutual Funds Magazine

New York, Ny

• Worked on front of the book, back of the book and featurewell• Created infographics

Jan 2000 - Nov 2002

Senior Designer

Wing Kosner, Llc

• Worked on special projects for Time Magazine, People Magazine, InStyle Magazine, and Mutual Funds Magazine

Jan 1999 - 2000

Graphic Designer

Pearson North America

Upper Saddle River, Nj

• Cover design for professional, technical and reference books

Jan 1997 - Dec 1999
7 education records

Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® education

Financial Planning And Services

The American College Of Financial Services

★ Retirement Income Certified Professional® (RICP®) - The RICP® program offers relevant solutions to modern retirement income planning.

Financial Planning And Services

College For Financial Planning

★ Chartered Retirement Planning Counselor℠ (CRPC®) - A CRPC® designee can evaluate your financial status and design the optimal retirement.

Financial Planning And Services

Institute Of Business & Finance

★ Certified Fund Specialist® (CFS®) - A financial industry professional certified in providing mutual funds assistance. Individuals.

Cetificate In Financial Planning, Financial Planning And Services

Kaplan University

A comprehensive overview of the fundamentals of financial planning.

Diploma

Mahopac High School
FAQ

Frequently asked questions about Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc®

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What company does Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® work for?

Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® works for Weiss Financial Group.

What is Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc®'s role at Weiss Financial Group?

Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® is listed as NAPFA-Registered, Fee-Only Financial Advisor Specializing in Helping Pre/Post-Retirees Plan and Invest For Retirement at Weiss Financial Group.

What is Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc®'s email address?

AeroLeads has found 4 work email signals at @weiss-financial.com for Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® at Weiss Financial Group.

What is Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 845 for Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® at Weiss Financial Group.

Where is Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® based?

Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® is based in Mahopac, New York, United States while working with Weiss Financial Group.

What companies has Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® worked for?

Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® has worked for Weiss Financial Group, Asset & Financial Planning, Ltd., Gilman Ciocia, Money Magazine, and Mutual Funds Magazine.

How can I contact Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc®?

You can use AeroLeads to view verified contact signals for Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® at Weiss Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® attend?

Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® holds Bachelor Of Fine Arts from State University Of New York At New Paltz.

What skills is Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® known for?

Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® is listed with skills including Widows, College Education Planning, Career Changers, Budgeting, Insurance Planning, Independent Financial Advice, Certified Financial Planner, and Inheritance.

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