Scott Schechter, Cfp®, Clu®, Chfc®, Cap® Email and Phone Number
Scott Schechter, Cfp®, Clu®, Chfc®, Cap® work email
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Scott Schechter, Cfp®, Clu®, Chfc®, Cap® personal email
Scott Schechter, Cfp®, Clu®, Chfc®, Cap® phone numbers
After finishing my MBA at the University of Chicago, I went to work helping to manage a multi-billion-dollar equity portfolio in Chicago. One day, after a few years of doing this, I happened to be sitting at my desk looking out my window, looking down on Michigan Avenue, watching people walk up and down the sidewalk, and I had an ‘aha’ moment that literally changed the course of my life.With all the education and financial knowledge that I had, even if I did the best job possible for the portfolio, the chances of my making an impact on an individual person's life were practically zero. So I started thinking about how I could help people like those walking on the sidewalk instead of looking down at them from an office in the sky.Today, I don’t look down on people on the sidewalk, wishing I could help. Instead, I get to sit across from my clients, shake their hand, and look them in the eyes and take time to get to know their unique situation and tailor each client’s financial strategy according to their unique needs. Whether you have a specific situation to address or just want help maximizing your opportunities, I can help you find the best strategies and resources to support your vision of success, help build and secure your financial future, your unique financial goals, and help you change the course of your life.If you would like to learn how I can help you, you can reach me at 619-350-3601 or sschechter@eaglestrategies.com. You can also visit my website at www.sschechter.com.Any testimonial or endorsement shown is based on an individual’s experience and may not be representative of the experience of other individuals or customers, and is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here.Tel 619-350-3600Mobile 773-837-9700CA Insurance Lic. #0E52859AR Lic. #7026896
San Diego Social Venture Partners
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- Employees:
- 32
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PartnerSan Diego Social Venture PartnersSan Diego, Ca, Us
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Financial AdvisorEagle Strategies, Llc Aug 2003 - PresentI provide clients with comprehensive financial plans and integrated investment and insurance strategies focused on maximizing value. I also provide wealth management services, including customized investment solutions. The primary focus of my work is providing executives, professionals, and business owners with: • Retirement Planning• Investment Advisory Services• Insurance Planning• Charitable Planning• Asset Protection and Coordination• Estate Planning• Business Transition Planning• Employee Benefits• Family ProtectionIn addition, I am a Member Agent of The Nautilus Group, a select group of professionals who consult to develop customized strategies to help Business and Estate Planning clients meet their sophisticated planning objectives.I am a Financial Advisor with Eagle Strategies LLC, A Registered Investment Adviser; an Agent with New York Life Insurance Company; and a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.3161 1st Ave #2N, San Diego, CA 92103.619-350-3600I am not licensed in all jurisdictions.CA insurance license #0E52859, AR insurance license #7026896. Neither I nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. -
PartnerSan Diego Social Venture Partners Dec 2020 - PresentEngage in pro-bono strategy and financial consulting to further the mission of various non-profit organizations in San Diego. -
Registered RepresentativeNylife Securities Llc Apr 2002 - PresentI provide quality financial strategies, focusing on planning for executives, professionals, and business owners. I also offer financial and insurance products and services, and employee benefits services to businesses and individuals. -
Licensed AgentNew York Life Insurance Company Jan 2002 - PresentSan Diego, Ca / Chicago, IlI work with executives, professionals, and business owners to properly assess and determine what their Life, Disability, Annuities, and Long-Term Care Insurance planning needs are. I am licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. -
Board MemberForesight Design Initiative 2010 - 2014 -
Board MemberNorthcenter Chamber Of Commerce Jan 2006 - Jan 2010Created and organized Philanthropy committee which gives meaningful grants to local schools and non-profit organizations. -
International Investment AnalystDriehaus Capital Management Llc Aug 1998 - Aug 2001Researched investments in Europe and Asia of publically traded companies. Met company management, analysts and performed analysis. -
AssociateA.T. Kearney 1994 - 1996Built financial models for Intellectual Property and Anti-Trust litigation as well as intercompany tax-pricing models for multinational corporations.
Scott Schechter, Cfp®, Clu®, Chfc®, Cap® Skills
Scott Schechter, Cfp®, Clu®, Chfc®, Cap® Education Details
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Economics
Frequently Asked Questions about Scott Schechter, Cfp®, Clu®, Chfc®, Cap®
What company does Scott Schechter, Cfp®, Clu®, Chfc®, Cap® work for?
Scott Schechter, Cfp®, Clu®, Chfc®, Cap® works for San Diego Social Venture Partners
What is Scott Schechter, Cfp®, Clu®, Chfc®, Cap®'s role at the current company?
Scott Schechter, Cfp®, Clu®, Chfc®, Cap®'s current role is Partner.
What is Scott Schechter, Cfp®, Clu®, Chfc®, Cap®'s email address?
Scott Schechter, Cfp®, Clu®, Chfc®, Cap®'s email address is sc****@****ies.com
What is Scott Schechter, Cfp®, Clu®, Chfc®, Cap®'s direct phone number?
Scott Schechter, Cfp®, Clu®, Chfc®, Cap®'s direct phone number is +177383*****
What schools did Scott Schechter, Cfp®, Clu®, Chfc®, Cap® attend?
Scott Schechter, Cfp®, Clu®, Chfc®, Cap® attended The University Of Chicago Booth School Of Business, Northwestern University, Northwestern University, The Blake School.
What are some of Scott Schechter, Cfp®, Clu®, Chfc®, Cap®'s interests?
Scott Schechter, Cfp®, Clu®, Chfc®, Cap® has interest in Sailing, Sustainability, Cooking, Gardening.
What skills is Scott Schechter, Cfp®, Clu®, Chfc®, Cap® known for?
Scott Schechter, Cfp®, Clu®, Chfc®, Cap® has skills like Investments, Retirement Planning, Finance, Insurance, Estate Planning, Management, Strategic Planning, Risk Management, Small Business, Analysis, Public Speaking.
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