Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® Email and Phone Number
Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® work email
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Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® personal email
Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® phone numbers
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★★★
Weiss Financial Group
View- Website:
- weiss-financial.com
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Personal Financial Advisor - Certified Financial Planner™ ProfessionalWeiss Financial Group Oct 2011 - Present704 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
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Investment Adviser RepresentativeAsset & Financial Planning, Ltd. Dec 2010 - Dec 2011• Obtained series 7• Obtained series 66• Obtained Life & Health Insurance License
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Client Services RepresentativeGilman Ciocia Dec 2009 - Nov 2010 -
Deputy Art DirectorMoney Magazine Nov 2002 - Dec 2009New York, NyPublished 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 -
Associate Art DirectorMutual Funds Magazine Jan 2000 - Nov 2002New York, Ny• Worked on front of the book, back of the book and featurewell• Created infographics -
Senior DesignerWing Kosner, Llc Jan 1999 - 2000• Worked on special projects for Time Magazine, People Magazine, InStyle Magazine, and Mutual Funds Magazine
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Graphic DesignerPearson North America Jan 1997 - Dec 1999Upper Saddle River, Nj• Cover design for professional, technical and reference books
Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® Skills
Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® Education Details
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Bachelor Of Fine Arts -
Financial Planning And Services -
Financial Planning And Services -
Institute Of Business & FinanceFinancial Planning And Services -
Financial Planning And Services -
Graphic Design Major -
Mahopac High SchoolDiploma
Frequently Asked Questions about Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc®
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 the current company?
Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc®'s current role is NAPFA-Registered, Fee-Only Financial Advisor Specializing in Helping Pre/Post-Retirees Plan and Invest For Retirement.
What is Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc®'s email address?
Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc®'s email address is sw****@****ory.com
What is Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc®'s direct phone number?
Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc®'s direct phone number is +184562*****
What schools did Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® attend?
Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® attended State University Of New York At New Paltz, The American College Of Financial Services, College For Financial Planning, Institute Of Business & Finance, Kaplan University, Savannah College Of Art And Design, Mahopac High School.
What are some of Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc®'s interests?
Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® has interest in Reading, Golf, Financial Planning, Health, Children, Cooking, Skiing, Gardening, American Literature, Spending Time With My Family.
What skills is Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® known for?
Scott Weiss Cfp® Ricp® Crpc® Aams® Awma® Apma® Cmfc® has skills like Widows, College Education Planning, Career Changers, Budgeting, Insurance Planning, Independent Financial Advice, Certified Financial Planner, Inheritance, Retirement Income Strategies, Life Transitions, Retirement Planning, Financial Planning.
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