My passion is helping people achieve financial health. I am a Certified Financial Planner™ (CFP®)* focused on providing financial strategies in the Omaha metro area. I help my clients address their biggest concerns: preparing for retirement, preserving wealth, estate strategies, tax considerations and charitable giving.
My work as a financial advisor goes beyond basic investments. Using a process grounded in listening and regular one-to-one discussions, I seek a detailed understanding of my clients' values and goals. I follow a consistent five-step investment process and create customized recommendations to address each client’s unique needs and goals.
Successful individuals and families work with me to:
- Help reach their financial dreams by developing and implementing a comprehensive financial strategy.
- Make smarter decisions in today’s political, economic and social environments.
- Understand their options and get a second opinion from an experienced financial advisor.
Prior to becoming a financial advisor, I worked in the outsource technology and software development industry. Early in my career, I developed keen skills for solving problems through research and data analytics. This solution-oriented experience translates into a passion for evaluating and optimizing retirement portfolios.
I graduated from Bellevue University with a Bachelor of Science in organizational systems management. My wife, Deanna, and I have been married more than 30 years. We live in Omaha with our five children.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
Phone NumberScott Beal at (402) 289-2900
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