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Scott Turner, CFP®, FSA

Scott Turner, CFP®, FSA

Financial Planner

Scott Turner has been in the financial services business for over 20 years.  He specializes in financial consulting for individuals and families with an emphasis on asset management and retirement planning.  Scott helps his clients build and preserve wealth through comprehensive guidance, superior client service and a disciplined approach to investment management.  Because J Matrik Wealth Management is independent from insurance companies and brokerages, he strives to provide the most suitable advice for your situation.

Scott is a CFP®, CERTIFIED FINANCIAL PLANNER™ Professional, and a Fellow of the Society of Actuaries.  He is one of fewer than 50 people who have both designations.  He was a financial professional with New York Life for nearly six years, and served as the Chief Actuary for NYLEX Benefits, the executive benefits subsidiary of New York Life. 

Prior to that, Scott was an employee benefits consultant for PwC and Towers Watson where he focused on executive benefits, stock option accounting, and qualified defined benefit plans of multi-national corporations.  He has spoken at several actuarial conferences on stock option accounting and financing employee benefits through a captive insurance company. 

Scott graduated cum laude from Tufts University in 1991 with a B.S. in Mathematics.  He is an active member of the Tufts Alumni Association and has done fundraising for the school for more than 10 years.  He is an avid golfer and lives with his wife Shari and their daughter Alexa, in Rye Brook

Scott is licensed and registered to offer products and services in NY. Licenses and registrations will vary.Domiciled in NY.