Planning & Investing Insights

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Atlanta, GA

Scott Schaefer

CFP®, TPCP®

Associate Wealth Advisor

3535 Piedmont Rd NE, Building 14, 5th Floor
Atlanta, GA 30305

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Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Scott Schaefer Headshot

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • TPCP® – Tax Planning Certified Professional®

About Scott

Scott works with his advisory team throughout the financial planning process to help clients meet their personal and financial goals. He also offers ongoing operational support for the firm. Scott revels in helping clients take control of their financial future and setting them up on a path to success so they can live their ideal life and do the things they’re passionate about. He also enjoys building long-term relationships with his clients and being a trusted advisor they can rely on.

Born and raised in St. Louis, Missouri, Scott lived in Colorado for 12 years. He recently moved to Atlanta, where he lives with his wife, Kellie, and their two Golden Retrievers, Sawyer and Marley. In his free time, Scott enjoys traveling, golfing, hiking, skiing, and cheering on the Colorado Buffaloes and St. Louis Cardinals.


Education and Professional Milestones

-University of Colorado in Boulder - bachelor’s degree in finance

-Joined Focus Partners Wealth in September 2023

-Worked as a financial consultant at Empower

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