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Scott Lask - Financial Planning

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We provide Next Generation Wealth planning that is fun and leaves clients feeling great about their future.

Industry Professional Career Started On: Licenses
Financial Planning
1983 N/A

 

About: We provide Next Generation Wealth planning that is fun and leaves clients feeling great about their future

Certifications/Awards: Certified Wealth Strategist (CWS)

Specialties: Helping my clients live like Rock Stars! The Wealth Management Group Three Planning Pillars

Ideal Client: Business owners/entrepreneurs and C-Suite Executives who want to lock down their retirement planning and live their best life!

Geography: East Coast of America and California

Customer Reviews

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M
Mohamed
Makes the hard job look fun

Scott is a great guy who knows a lot about business and life. I had couple meetings with him and now I'm confident managing my own 401 K and live my life to the Max.
I will recommend him to my family as you should to.