Scott Polo is the “Retirement Engineer”. Along with a BS in Mechanical Engineering, Scott is a Certified Financial Planner, CFP®, an Accredited Wealth Management Advisor, AWMA®. For almost 20 years Scott has taken his strong engineering-based problem-solving skills and focused these skills helping advisors help their clients. His expertise in product selection and advanced insurance strategies is a valuable resource for Spectrum Financial. Scott loves to share his knowledge and is passionate about helping clients with their efforts to achieve their financial goals and dreams. Scott is fond of saying that….”he and the team at Spectrum Financial work hard to build a better, stronger financial foundation in an effort to help clients meet today’s challenges and foster tomorrows enjoyment. It’s not rocket science; it’s caring about the clients and attention to detail.” It’s your money, your values, your future, your family legacy…no on the job training, please! Spectrum Financial wants to provide the expertise you need.
Scott Polo is an licensed insurance specialist with Spectrum Financial Inc. and is not registered to offer securities or advsiory products or services and has no affiliation with Securities America.