• Scott J. Menta CFP®, ChFC®, CLU®

    As a dedicated professional since 1987, Scott has been helping his clients plan their financial future. Attaining all major industry designations such as CERTIFIED FINANCIAL PLANNER professional (CFP), Chartered Financial Consultant (ChFC®) and Charter Life Underwriter (CLU®), has provided him with the proper perspectives for guiding his clients’ financial thought process. His process begins with a discussion about values. Financial professionals often discuss goals that individuals feel they have or would like to have. Scott’s philosophy is that by exploring what his clients want out of life, what they want for their children and grandchildren and ultimately their worldview, he can uncover their core values. It is then and only then goals can be set.