Scott Hiller
Wealth Strategist
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Financial Consultant® (ChFC®)
Chartered Life Underwriter® (CLU®)
Certified Wealth Strategist® (CWS®)
Charles Schwab
As a Wealth Strategist with extensive expertise in a broad range of trust and other advanced estate planning topics, Scott reviews and analyzes clients' current wealth management situation, assists clients in identifying clients' financial planning goals, and provides clients with ideas and strategies to help achieve them. Scott offers consultations and analysis on topics such as planning for trusts and estates, risk management and insurance, transfer tax and postmortem considerations, charitable gifts, business succession, and asset protection.
Education
M.A., Education, University of the Philippines; B.S., Aerospace Technology, Kent State University
