Scott Carano
Partner at Plante Moran Wealth Management
- Role
- Partner at Plante Moran
- Location
- Grand Rapids, MI, US
- LinkedIn followers
- 500 followers
About Scott Carano
Senior Investment Consultant and Partner with Plante Moran Financial Advisors (PMFA) and responsible for the management and oversight of the Grand Rapids office’s PMFA client service team. With over 35 years of experience, I have developed a reputation for helping our clients achieve peace of mind. From legacy and inheritance to wealth preservation and stewardship, our collective team takes the time to identify the issues that create uncertainty or anxiety for our clients and then helps them manage those issues through a tailored financial and wealth management plan—one that will accomplish their personal and family goals today, tomorrow, and into the future. Our holistic approach includes collaboration with our clients\' other advisors while acting as a de facto Personal Chief Financial Officer.In addition, assist individuals and families work through the maze of questions and issues that arise after the sale of a closely held or family-owned business and other liquidity events.Plante Moran Financial Advisors’ wealth management practice includes integrated affiliate services such as institutional investment consulting, insurance services, trust services, estate and business succession planning, and tax compliance and consulting services. For more information, please visit http://wealth.plantemoran.com.Professional designations; Certified Public Accountant (CPA)Certified Financial Planner (CFP)—this designation consists of study in the fields of investments, insurance, retirement, tax, and estate planning.Certified Investment Management Analyst (CIMA) by the Investment Management Consultants Association. This certification is obtained following coursework and an examination at the University of Pennsylvania’s Wharton School of Business. The curriculum involves in-depth coverage of topics that include: asset allocation, ethics, due diligence, risk measurement, performance measurement, and investment objectives.
Experience
Partner
Aug 1988 — Present
Education
Michigan State University
Bachelor's degree
1984 — 1988
Skills
- Asset Management
- Trusts
- Hedge Funds
- Certified Financial Planner
- Estate Planning
- Financial Planning
- Retirement Planning
- Tax
- Wealth Management Services
- Investments
- Cpa
- Retirement
- Wealth Management
- Asset Allocation
- Trust Services
- High Net Worth Individuals
- Tax Advisory
- Personal Financial Planning
- Investment Advisory
- Finance
- Alternative Investments
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