In Episode 259, I converse with Scott Lask, Founder of Scott Lask Wealth Management Group LLC. Scott began working in financial services as a financial consultant in 1983 at Shearson American Express. Prior to starting the Scott Lask Wealth Management Group in 2004, Scott was a financial advisor for several different companies. Scott is a member of The Hudson Valley Estate Planning Council.
He holds certification from the Dorsey Wright & Associates Broker Institute and Advanced Broker Institute for successful completion of training in advanced point and figure methodology. Scott’s specialties are Risk Management, Retirement Income Solutions, Portfolio Construction, Family Wealth Advisory services, setting client goals. He is a frequent speaker for groups and organizations and continuing education seminars.
We speak about In This Together Roundtable, the weekly networking group where we met, financial setbacks, classic rock, jamming with our 9th Podcast Guest Mike Papapavlou, CEO of Guitar Guide Guru, mitigating risk in chess and finance, his new book Let Wall Street Work for You, personal finance tips for milennials and more.