SCOTT FISHER, CFP,® CLU

Scott has over 20 years of experience as a financial planner who empowers high net worth families, retired couples, independent professionals and top tier executives as they work to achieve financial independence. Scott affords his clients the opportunity to preserve their estates so that their hard-earned wealth is sustainable for generations to come. He specializes in providing investment, retirement and estate planning services throughout the New York Metropolitan region. He also has a particular expertise in pension planning as it relates to these areas. Scott earned his CERTIFIED FINANCIAL PLANNER® designation in 1994 and his Chartered Life Underwriter designation in 2003.

Scott is an alumnus of Allegheny College and earned his Master’s degree from Penn State University. Aside from his professional pursuits Scott has spent a great deal of time giving back to his community through his involvement and positions on the boards of the American Red Cross in Greater New York and Putnam County.