OasisLMS

In Episode #30 of NAPFA Nation, host Marie Swift speaks with Scott Levin, J.D., LL.M., MBA, CFP®, ChFC®, CAP®, MCEP®, Financial Advisor and Senior Estate Planning Specialist at Wescott Financial Group.

Levin shares his passion for lifelong learning, the value of advanced education, and the importance of networking within the fee-only financial planning community. The duo discusses upcoming NAPFA conferences, which are designed to offer a wide range of educational content, from beginner to advanced topics, and enhanced networking opportunities. Levin explains how these events help advisors stay current, share best practices, and build professional relationships.

Levin also highlights the unique value of working with NAPFA advisors, who are fee-only fiduciaries committed to high ethical standards and continuous improvement. He also shares his motivation for active involvement in NAPFA, including a desire to mentor others and foster a collaborative community.

In a nutshell:

• The power of lifelong learning and credentials
• Comprehensive, evolving NAPFA conference programming
• Motivation, mentorship, and professional fulfillment
• The fiduciary advantage of working with a NAPFA Advisor

Scott Levin, J.D., LL.M., MBA, CFP®, ChFC®, CAP®, MCEP® is a Financial Advisor, Senior Estate Planning Specialist with Wescott Financial Group and is responsible for the preparation and the ongoing management of clients’ financial plans, annual financial updates and charitable and estate planning reviews, recommendations, and implementation. Committed to designing optimal paths for his clients to live their ideal lives, Scott’s expertise focuses on multi-faceted, comprehensive charitable and estate planning, along with additional financial and retirement matters. A graduate of The Pennsylvania State University, Scott earned his Bachelor of Science degree in Accounting.  Afterward, he received a joint J.D. and MBA degree from Villanova University.