Scott B. Zuckerman ChFC®, CFS®, CLU®, ChSNC®
Scott Zuckerman has dedicated his career to helping people generate wealth, enhancing the value of their assets and working towards their financial goals. This focused determination led Scott to form Wexford Financial Strategies, a company built on comprehensive financial analysis and superior customer service. As President and CEO, Scott has modeled his company on the belief that the importance of planning, not product should be used to address the needs of clients within an ever complex financial world.
Scott maintains his designations as a Chartered Financial Consultant (ChFC®), Certified Fund Specialist (CFS®) and Chartered Life Underwriter (CLU®) and holds both Series 7 and Series 66 securities registrations through LPL Financial. Scott also is an investment advisor representative with LPL Financial, a Registered Investment Advisor.
As a CFS®, Scott's designation allows him to construct and monitor portfolios, develop income strategies, and assist with retirement account design. His training also gives him insight when analyzing various risks and the tax implications involved in working toward short and long range investment goals. As a CLU®, Scott is able to provide strategies on a variety of financial topics to both individuals and business owners. These include life insurance, health and long term medical insurance, disability income, pension planning, investment opportunities, estate planning, and group benefits.
Scott's commitment to furthering his education and keeping a fresh perspective in the financial world, While at Mass Mutual led him to achieve the designation of Chartered Special Needs Consultant. This advanced certification is currently held by a limited number of financial planners as such, Scott is positioned to provide professional advice in estate and tax planning concepts, special needs trusts, and various government programs (SSI and Medicaid) to families caring for people with disabilities. Tailoring a comprehensive financial plan to address the needs of two generations requires a thorough knowledge of the financial industry as well as an understanding of the emotional dynamics involved. Scott possesses the background and skills necessary to address this and to further diversify his firm's value to his clients and the overall community.
Scott resides in Long Island, New York and has two sons. In his spare time, Scott practices Mixed Martial arts and holds a Black Belt in Karate as well as his certification in Mixed Martial Arts Instruction. Scott also holds his private pilot license and loves to fly as often as he can. He's an avid networker and one of the founding members of "LIPOD," a Long Island elite networking group. He's an active fund-raiser and long time supporter of the Diabetes Research Institute Foundation. Scott holds a Bachelor of Arts degree in Political Science, from Syracuse University.