Scott Leak, CFP®, CEPA®

Scott Leak, CFP®, CEPA® is a seasoned professional in the financial services industry, currently serving as the Director of Business Development and Senior Consultant at FP Transitions.1 With over two decades of experience, he has worked in various roles including colleague, classmate, consultant, coach, and counselor.1

Professional Background

Scott is an advocate for independent investment advisors and is based in Omaha, Nebraska.3 His expertise lies in helping financial advisors and firms with business development and transitions.

Current Role and Responsibilities

At FP Transitions, Scott leads business development efforts. As of June 2024, he was actively hiring for two different business development positions on his team.2 This indicates his involvement in expanding the company's reach and capabilities.

Qualifications and Certifications

Scott holds two important certifications in the financial industry:

• CFP® (Certified Financial Planner)
• CEPA® (Certified Exit Planning Advisor)

These certifications demonstrate his expertise in financial planning and business exit strategies.13

Online Presence

Scott maintains an active professional presence on various platforms:

• LinkedIn: His profile can be found under the username "scottleak"1
• Twitter: He uses the handle @ScottLeak3

Scott also engages in industry discussions and shares insights through various media. For instance, he has participated in discussions about making data actionable in the context of financial planning and transitions.4

Scott Leak's extensive experience, leadership role at FP Transitions, and active involvement in the financial advisory space position him as a notable figure in the industry, particularly in the areas of business development and financial practice transitions.