I serve as a partner and mentor to families and business owners providing comprehensive financial strategies and advice that are centered around their goals.
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Scott Segobiano, CFP®, ChFC®
As your financial advisor, I serve as a partner and mentor to you and provide
comprehensive financial strategies and advice that are centered around your goals.
I work with a select group of successful individuals, families, and business owners that are committed to their
long-term financial goals to overcome growing financial responsibilities, fund a fulfilling
retirement and create a meaningful legacy. I use an established financial advising process
to understand what’s most important to you and create personalized, actionable and
trustworthy strategies to comfortably reach each milestone of life.