Scott Oeth (CFP®, MSFS)

Scott Oeth focuses in the
following client markets or areas of practice:

AUM

Corporate Executives

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Socially Responsible Investments

Planning Specialties

Scott is a comprehensive financial planner and investment manager. He has a practice specialty in working with executives on equity-based compensation strategies, including stock options, restricted stock, non-qualified deferred compensation, and concentrated stock positions. Scott is also noted for his retirement planning and wealth accumulation abilities. In addition to working with clients in his practice, Scott has taught hundreds of financial professionals retirement planning wealth management strategies, both as an Adjunct Professor in the university setting and corporate training roles. Scott is frequently sought after as a speaker, media commentator, and has been called on as an expert witness. Scott blogs about wealth management topics at www.ScottOeth.com.

Outside of the office Scott does not play golf; he paddles, hikes, camps, and hits volleyballs! Scott and his wife, Linda, write about their outdoor adventures at www.BullMoosePatrol.com, and periodically lead outdoor group trips and teach wilderness skills and survival courses. Scott is an active volunteer with the local Boy Scout council, and with the Scout’s Northern Tier National High Adventure Bases. Scott captained the 2009 USA Volleyball AA National Championship team, has played in two NCAA Final Four Championships, and has been named a USAV & AAU volleyball All-American.

Additional Information

Experience

Principal — Wealth Management – Cahill Financial Advisors
Adjunct University Faculty, Certified Financial PlannerTM Program - Minnesota State University, Mankato
Adjunct University Faculty, Certified Financial PlannerTM Program - University of Wisconsin, River Falls
Advisor, Advanced Planning Committee Chair - Vector Wealth Management
Advisor, Investment Policy Committee – White Oaks Wealth Advisors
Sales Consultant – American Express Financial Advisors
Manager of In-Store Banking – The Park Bank

Education

B.S. Corporate Finance – Ball State University
MSFS, Master’s of Science, Financial Services – Richard D. Irwin Graduate School, The American College
Certified Financial PlannerTM
Chartered Financial Consultant (ChFC)

Memberships

NAPFA - The National Association of Personal Financial Advisors
Financial Planning Association – National Consumer Advisory Group
Boy Scouts of America –Northern Star Council President’s Cabinet, Eagle Scout Alumni Network, Instructor, Northern Tier National High Adventure Bases