Scott J. Kaminsky, Cfp® Email & Phone Number

Working closely with C-suite executives and senior leaders, I understand the time commitment and financial decisions they face. I believe that short-term decisions such as navigating annual stock options directly affects longer-term goals such as retirement, wealth transfer and legacy planning. It is critical to consider this relationship if short- and long-term objectives wish to be met. Given that no two people are alike, my holistic approach allows for a customized plan to help take executive-level responsibilities and goals from idea to execution.As a CERTIFIED FINANCIAL PLANNER™ (CFP®) I have been at the forefront of not only Investment Consulting, but also advanced planning techniques such as wealth transfer, wealth protection, and charitable giving strategies. In successfully navigating three of history’s most extreme market corrections, The Tech Bubble of 2000, Recession of 2008, and 2020’s Covid-19 Pandemic, I have been repeatedly reminded of the importance of adhering to a disciplined strategy during volatile market conditions. For more details about my affiliation with Janney Montgomery Scott LLC and our commitment to clients, please visit Janney’s Relationship Summary (Form CRS) at www.janney.com/crs. Here, you will find all material facts about the scope, terms of relationship, and any potential conflicts of interest.

Listed skills include Account Management, Sales, Broadcast, Digital Media, and 21 others.