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Our financial advice team


Scott Sieverts

Scott Sieverts

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Balanced Wealth Group
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Estate Planning Strategies
  • Small Business

Interests

  • My wife, Kathy and I have been very busy raising our two children, Zach and Katie . We also have a boxer named Trudy that provides us an endless source of entertainment.
  • In the warmer months I enjoy golf, camping and boating. In the winter we try to take 2 or 3 family ski trips to Holiday Valley in Ellicotville , NY.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • College for Financial Planning, 2005, CERTIFIED FINANCIAL PLANNER™ practitioner
  • Ohio University, 1988, Bachelor of Science Business Administration
  • Culver Military Academy, 1984