ChFC® Scott Zuckerman

Scott Zuckerman is the President and CEO of Wexford Financial Strategies, a boutique comprehensive financial services firm based in Melville, New York.2 He has dedicated his career to helping people generate wealth, enhance the value of their assets, and work towards their financial goals.2

Professional Qualifications

Scott holds several professional designations:

• Chartered Financial Consultant (ChFC®)
• Certified Fund Specialist (CFS®)
• Chartered Life Underwriter (CLU®)
• Chartered Special Needs Consultant (ChSNC®)2

He also maintains Series 7, 66, and 24 securities registrations through LPL Financial and is licensed in various insurance strategies.2

Company Philosophy

Wexford Financial Strategies, under Scott's leadership, focuses on planning rather than product. The firm offers services in asset management, portfolio evaluation, insurance, college planning, estate planning, employee benefits, and business succession.1 Scott takes a macroeconomic approach to evaluate client situations, aiming to ensure smart financial decisions and success.

Personal Background

Scott resides in Long Island, New York, and has two sons. He holds a Bachelor of Arts degree in Political Science from Syracuse University. In his spare time, he practices Mixed Martial Arts, holds a Black Belt in Karate, and is certified in Mixed Martial Arts Instruction. Scott is also a private pilot and enjoys flying when possible.2

Community Involvement

Scott is an active networker and one of the founding members of "LIPOD," a Long Island elite networking group. He's also an active fundraiser and long-time supporter of the Diabetes Research Institute Foundation.2