Scott Mc Cauley, CLU®, ChFC®, CFP®

Wealth Management Advisor

Professional

Services

I offer the following services to my clients: 

 

Education

The American College

CFP®

Scott has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification which is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

ChFC®

Addressing the advanced planning needs of individuals, professionals and small business owners. Providing in-depth coverage of key financial disciplines, including insurance, income taxation, retirement planning, investment and estate planning.

CLU®

Providing in depth knowledge on insurance needs of individuals, business owners and professional clients.


Licenses

FINRA Series 7

FINRA Series 6

FINRA Series 22

FINRA Series 63

FINRA Series 65


Professional Memberships

Financial Planning Association

Estate Planning Council of New York

National Association of Insurance and Financial Advisors  

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck