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Scott Opper

Director of Client Engagement

Scott serves as a Director of Client Engagement, introducing clients to the firm's wealth management services. These services encompass all aspects of a healthy financial life and include customized investment management, financial planning, charitable planning, retirement plan consulting, tax planning and preparation, and estate planning services.
With more than two decades of experience in the financial services industry, Scott has helped thousands of advisors craft their value proposition and transition their practices toward comprehensive wealth management in order to better serve individuals and families. Prior to joining Creative Planning, Scott was a practice solutions director and sales manager for a nationally recognized wealth management and technology firm, where he helped financial advisors provide comprehensive financial wellness capabilities to their clients.

Scott received his Bachelor of Arts degree in economics from the University of Wisconsin-Madison.
In his free time, Scott enjoys coaching baseball, cheering on his kids on the playing field, listening to live music and watching documentary films. He resides in Inverness, Illinois, with his wife, Sarah; son, Jackson; and daughter, Emilia.

Articles by Scott Opper

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