Scott G. Klatt, CFP®

Scott G. Klatt, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner, Partner

Phone: (585) 497-5010
E-mail:
 

Scott G. Klatt,

Scott has been offering Financial Planning advice to Rochesterians since 1987.  After a successful career at Marine Midland Bank and CitiGroup, Scott founded and served as the registered principal of Rochester Financial Management.  Scott then was appointed the Managing Director of Sage Rutty and Company, a Registered Investment Advisory and Comprehensive Financial Services firm. At Sage Rutty Scott managed 25 investment advisors who in turn managed over 1 billion dollars.

Scott is a CERTIFIED FINANCIAL PLANNER™ practitioner. He has been a member of The Strategic Coach Program for over six years and is currently enrolled in their master’s program. Scott was also a member of the Rochester Chapter of Young Entrepreneurs’ Organization.  Scott regularly lectures and teaches college level courses on financial planning and investment strategy.  Scott is often quoted in financial planning publications and has been featured as a local financial planning expert on local television, The Rochester Business Journal and Democrat and Chronicle.

An avid hiker, Scott has an intrinsic passion for setting his sights on a summit and then planning each step to get there. Scott is also a member of the prestigious “46er Club” whose members share the goal of reaching the summit of all the 46 high peaks in the Adirondacks. Most importantly, Scott’s objective for his clients is to achieve peace of mind and confidence regarding their financial decisions, during some of their most trying times, and preparing them for what lies ahead.

Scott resides in Penfield with his wife Laurie and sons Joshua, Jared and Jordan.

 

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Check out the background of this representative on The Investment Adviser Public Disclosure site.