Scott Snow| CFP®, CPA, CIMA®
Scott Snow (financial advisors) LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Westlake, OH 44145
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Scott Snow is a Cleveland, Ohio Fee-Only Financial Planner located in Westlake and serving the entire Northeast Ohio area. Scott Snow (financial advisors) LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Scott Snow is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
He holds a bachelor’s degree in business administration from the University of North Florida, where he concentrated in accounting and computer information systems. Scott participates annually in The Plain Dealer’s Tax Call-In which is a special hotline staffed by top local tax and financial planning professionals who volunteer their time to help readers with tax related questions. Scott is a sought-after resource for other business media as well, including Crain’s Cleveland Business, Financial Advisor and Investment News.
Scott is a member of the Case Western Reserve University Estate Planning Council. He is a member of University Hospitals Diamond Advisory Group and a member of The National Association of Personal Financial Advisors. Scott is an advisory board member of the University of Michigan–Prechter Bipolar Research Fund. In addition, Scott is a volunteer for Junior Achievement, a program that fosters work-readiness, entrepreneurship and financial literacy skills for children grades K-12. He also is a sounding board and provides guidance on wealth management topics to business owners, accountants, attorneys and bankers.
We work with clients to help them find answers to the challenging questions they face regarding their finances. We work comprehensively to coordinate all facets of a client’s financial life and serve as the chief financial contact point. We focus on a client’s best interests, sorting the entire marketplace to recommend optimal, tailored solutions at the most reasonable cost. Our broad experience in the field provides us the knowledge, skills and confidence to integrate a client’s entire financial situation from investments to tax issues. The result is an integrated approach to reaching financial goals sooner and with less stress.