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Scott Warshaw

Investment & Retirement Income Planning Specialist

ChFC®, CLU®, MSFS, CFBS

Biography

Scott took a unique path to a career in financial services. He began his career as a CPA with Coopers and Lybrand, but found that something was missing.  “When I worked as an accountant, I found that most of my work was reactive, rather than focusing on the future. Accountants are trained to make the best of things that have passed. Planners, I learned, focus on the future.”

With that in mind, Scott earned a Masters of Science in Financial Services (MSFS) from Saint Joseph’s University and in 2005 he joined MassMutual® Greater Philadelphia.  His clients have one thing in common: they value a very personal relationship with a professional advisor. “Everything starts with a conversation,” notes Scott. “When it’s a good match, we both know it.  Financial decisions are highly personal, and only work when you achieve a customized fit for your particular needs.” Scott has earned the (ChFC), Chartered Life Underwriter (CLU), and Certified Family Business Specialist (CFBS) designations.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners
  • Retirement Income Planning
  • Retirement Strategies
  • Risk Management Strategies
  • Estate Planning
  • Student Loan Refinancing

Languages

  • English

Set-up an Appointment

Coverpath - Get a quote for term life insurance
Commonbond - Get a preferred interest rate for student loan refinancing

CRN202109-252510

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