Scott Schaefer
Associate Wealth Advisor at Focus Partners Wealth
- Role
- Associate Wealth Advisor at Focus Partners
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Scott Schaefer
Planning-focused financial advisor with an emphasis in tax planning. I partner with clients as a strategic thinker and accountability resource, supporting every aspect of their financial life well beyond just investments.
Experience
Associate Wealth Advisor
Jun 2024 — Present · Atlanta, GA, US
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.
Education
University of Colorado Boulder
Bachelor of Science (B.S.), Finance, General
The University of Texas at Austin
Financial Planning Certificate Program
2021 — 2022
Universitat Autònoma de Barcelona
GLOBAL BUSINESS and ENTREPRENEURSHIP STUDIES
Skills
- Ticket Sales
- Security Information and Event Management (Siem)
- Marketing
- Log Management
- Qradar
- Channel Sales
- Teamwork
- Network Security
- Sponsorship
- Account Management
- Lead Generation
- Pci
- Small Business
- Microsoft Excel
- Powerpoint
- Microsoft Word
- Time Management
- Direct Sales
- Customer Service
- Information Security
- Salesforce.com
- Cyber-Security
- Business Development
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