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Scott Simpson, CFP®

Scott Simpson, CFP®

Certified Financial Plannerâ„¢

For me, embarking on a financial journey can be as thrilling as navigating through the stars. As a CERTIFIED FINANCIAL PLANNER™, you’ll find a specialist in guiding personalized financial plans for individuals like you who are saving toward or nearing retirement. With a steadfast commitment to honesty, integrity, and meaningful relationships, you’ll receive tailored financial planning, retirement planning, investment management, and insurance solutions that align with your life’s goals.

The path to financial planning was charted through a finance class that sparked a transition from music education to financial planning. Since joining Synergy in 2018, I’ve dedicated my efforts to guiding clients like you towards their financial end goals, armed with a CFP® designation and a passion for continuous learning.

Away from the financial cosmos, I am a family man at heart, and love to immerge myself in the galaxy of Star Wars, always finding parallels between the lessons and life (sometimes including principles of financial planning). Whether it’s paying down debts, investing for the future, preparing for retirement, saving on taxes, preparing for the unexpected, planning for your children, or discussing your legacy, you have a partner to ensure your financial plan is enduring and stays on track.

More About Me

My Service Offerings

Take the Next Step!

Embark on your financial journey with confidence. Call, text or email me to schedule your free, no-obligation discovery meeting. Together, we’ll explore your financial goals and chart a course towards your financial peace of mind.

[Schedule a Meeting – link coming soon]