Scott Klatt Email & Phone Number
Client @ Strategic Coach
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Scott Klatt Location
- Rochester, NY, US
Scott Klatt Work
- 2024 -now Investor @ Profitz 4 Purpose
- 2005 -now Client @
- 2020 -2024 Partner and Certified Financial Planner (TM) Practitioner @ RISE Advisors, LLC
- 2013 -2020 Partner, Certified Financial Planner (TM) @ NorthLanding Financial Partners, LLC
- 2005 -2013 Wealth Advisor @
- 2012 -2013 Advisor and Partner NorthLanding Financial Partner @
- 1990 -1993 Investment Advisor @ Marine Midland
Scott Klatt Education
- Certified Divorce Financial Analyst 2007-2008
Scott Klatt Skills
- Retirement Planning
- Financial Advisory
- Securities
- Strategic Financial Planning
- Wealth Management
- Estate Planning
- Certified Financial Planner
- Retirement
- Financial Services
- IRAs
- Finance
- Strategy
- Marketing
- Microsoft Excel
- Insurance
- Supply Chain Management
Scott Klatt Summary
- Scott Klatt, based in Rochester, NY, US, is currently a Client at Strategic Coach. Scott Klatt brings experience from previous roles at Profitz 4 Purpose, RISE Advisors, LLC, NorthLanding Financial Partners, LLC and High Falls Advisor. Scott Klatt holds a 2007 - 2008 Certified Divorce Financial Analyst. With a robust skill set that includes Retirement Planning, Financial Advisory, Securities, Strategic Financial Planning, Wealth Management and more. Scott Klatt has 2 mobile phone numbers on RocketReach.
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