Boca Raton, FL
Scott Weigel
VP, Wealth Advisor
Born in Boca Raton, FL, Scott is an experienced financial advisor who specializes in comprehensive financial planning and building client relationships. He has a passion for helping clients achieve their financial goals and enjoys being there every step of the way. Scott is a CERTIFIED FINANCIAL PLANNER® Professional and holds a bachelor's degree in economics with a concentration in finance from St. Francis College in Brooklyn, New York. Scott spends most of his free time with his wife and daughter and is an avid Florida sports fan.
Experience
Mercer Advisors
6 years
Adam Financial Associates
1.5 years
Precise International
1 year
Qualifications
St. Francis College
BA, Economics and Finance
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP®
Specialities
Financial planning
Retirement planning
Tax planning
Estate planning
Asset allocation
Behavioral finance
Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Your personal family
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