Scott Lanza Email & Phone Number
Investment Manager | Certified Financial Planner™ @ Independent Financial Partners (IFP)
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Scott Lanza Location
- Jupiter, FL, US
Scott Lanza Work
- 2019 -now Investment Manager | Certified Financial Planner™ @
- 2005 -2019 Branch Manager | Certified Financial Planner™ @
- 2006 -2017 SVP | Wealth Management | Branch Manager @
- 1997 -2005 VP | Investments | CERTIFIED FINANCIAL PLANNER™ @
- 1995 -1997 Financial Advisor @
Scott Lanza Education
- Clemson University
B.S. (Economics. Minor - Finance)
1988-1992 - Florida State University
Certified Financial Planner ™ Certification
Scott Lanza Skills
- Estate Planning
- Series 63
- Strategic Financial Planning
- Commercial Banking
- Commercial Lending
- Jurisdiction
- Fixed Annuities
- Series 7
- Retirement
- Certified Financial Planner
- Services
- Small Business Lending
- Financial Services
- Retirement Planning
- Wealth Management
- Series 24
- Alternative Investments
- Independent Financial Advice
- Retirement Income Strategies
- Tactical Management
- Financial Planning
- IRAs
- Investment Advisory
- Investment Strategies
- 401k Rollovers
- Investment Management
Scott Lanza Summary
- Scott Lanza, based in Jupiter, FL, US, is currently a Investment Manager | Certified Financial Planner™ at Independent Financial Partners (IFP). Scott Lanza brings experience from previous roles at LPL Financial, Stonegate Bank, SouthTrust Bank, N.A. and Dean Witter. Scott Lanza holds a 1988 - 1992 B.S. in Economics. Minor - Finance @ Clemson University. With a robust skill set that includes Estate Planning, Series 63, Strategic Financial Planning, Commercial Banking, Commercial Lending and more. Scott Lanza has 1 mobile phone numbers on RocketReach.
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