Scott Opper

Scott Opper is a Director of Client Engagement at Creative Planning, a wealth management firm.13 With over 20 years of experience in financial advising sales, he is responsible for introducing clients to the firm's wealth management services.12

Professional Background

Scott joined Creative Planning in June 2023, as indicated by his LinkedIn post announcing his new role.4 His extensive experience in the financial industry spans more than two decades, during which he has honed his skills in orchestrating financial advising sales.2

Role and Responsibilities

As a Director of Client Engagement, Scott's primary focus is on:

• Introducing potential clients to Creative Planning's wealth management services1
• Serving as an advocate for the client's best interests4
• Leveraging his expertise to help clients navigate their financial planning needs

Education and Location

Scott is an alumnus of the University of Wisconsin-Madison.2 He is based in the Greater Chicago Area, where Creative Planning has a presence in the Chicagoland and Rockford areas.35

Professional Registration

As of February 2024, Scott is registered as an Investment Adviser Representative with Creative Planning, LLC.6 This registration allows him to provide investment advice to clients in accordance with regulatory requirements.

Scott Opper's LinkedIn profile can be found under the username scott-opper-794a1111, where more details about his professional journey and accomplishments may be available.