Scott Lepa
Wealth Manager - Prasad Wealth
- Role
- Partner at Cerity Partners
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Experience
Partner
Jul 2024 — Present · Cleveland, OH, US
Building wealth over a lifetime takes work ethic, energy, a good plan and a little luck.Cerity Partners has the resources to provide that good plan. Cerity Partners is your total solution.personal wealth strategies, corporate retirement plans, non profit organization guidance and succesion planning. Cerity Partners team provides guidance and solutions from start to success and beyond.Wealth and success means something different to everyone, at Cerity we tailor a plan for whatever your \"why\" is.
Education
Ohio University
BA, Finance
1994 — 1998
Skills
- Asset Management
- Investments
- Portfolio Management
- Accounting
- Retirement Planning
- Investment Strategies
- High Net Worth Individuals
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