Scott Klatt Email & Phone Number
Client @ Strategic Coach
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Scott Klatt Location
- Rochester, NY, US
Scott Klatt Work
- Investor @ Profitz 4 Purpose (September 2024 - Present)
- Client @ (January 2005 - Present)
- Partner and Certified Financial Planner (TM) Practitioner @ RISE Advisors, LLC (October 2020 - September 2024)
- Partner, Certified Financial Planner (TM) @ NorthLanding Financial Partners, LLC (January 2013 - October 2020)
- Wealth Advisor @ (January 2005 - January 2013)
- Advisor and Partner NorthLanding Financial Partner @ (January 2012 - January 2013)
- Investment Advisor @ Marine Midland (January 1990 - January 1993)
Scott Klatt Education
- Certified Divorce Financial Analyst 2007-2008
Scott Klatt Skills
- Certified Financial Planner
- Estate Planning
- Finance
- Financial Advisory
- Financial Services
- IRAs
- Retirement
- Retirement Planning
- Securities
- Strategic Financial Planning
- Wealth Management
- 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 Certified Financial Planner, Estate Planning, Finance, Financial Advisory, Financial Services and more. Scott Klatt has 2 mobile phone numbers on RocketReach.
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Scott Klatt
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