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Scott Schuster, CFP®, CPA

Managing Director, Partner
Scott serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning. Scott brings to his clients more than 30 years of experience in the financial services industry. Prior to joining Creative Planning, Scott founded a $900 million dollar Wealth Management firm that he ran successfully for almost 20 years prior to joining forces with Creative Planning in September of 2021. Scott started his financial services career working as a CPA at Ernst & Young and brings this tax-based knowledge to every family he and his team work with. Scott graduated with honors with a Bachelor of Science degree in Accountancy from the University of Illinois at Urbana-Champaign. He is also a CERTIFIED FINANCIAL PLANNERTM professional as designated by the Certified Financial Planner Board of Standards and a Certified Public Accountant, which he feels serve to add structure and substance to the numerous facets of comprehensive wealth management. Scott and his wife Heather have three children – Anna, Charlie and Libby. In his spare time, Scott can be found enjoying a glass of wine with his wonderful wife, chasing muskies, golf balls, and the ever-elusive time with nearly adult children.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021