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Scott Oeth (CFP®, MSFS)

Scott Oeth focuses in the
following client markets or areas of practice:

  • AUM
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

Scott is a comprehensive financial planner and investment manager. He has a practice specialty in working with executives on equity-based compensation strategies, including stock options, restricted stock, non-qualified deferred compensation, and concentrated stock positions. Scott is also noted for his retirement planning and wealth accumulation abilities. In addition to working with clients in his practice, Scott has taught hundreds of financial professionals retirement planning wealth management strategies, both as an Adjunct Professor in the university setting and corporate training roles.  Scott is frequently sought after as a speaker, media commentator, and has been called on as an expert witness. Scott blogs about wealth management topics at www.ScottOeth.com.

Outside of the office Scott does not play golf; he paddles, hikes, camps, and hits volleyballs! Scott and his wife, Linda, write about their outdoor adventures at www.BullMoosePatrol.com, and periodically lead outdoor group trips and teach wilderness skills and survival courses. Scott is an active volunteer with the local Boy Scout council, and with the Scout’s Northern Tier National High Adventure Bases. Scott captained the 2009 USA Volleyball AA National Championship team, has played in two NCAA Final Four Championships, and has been named a USAV & AAU volleyball All-American.

Additional Information

Experience

  • Principal — Wealth Management – Cahill Financial Advisors
  • Adjunct University Faculty, Certified Financial PlannerTM Program - Minnesota State University, Mankato
  • Adjunct University Faculty, Certified Financial PlannerTM Program - University of Wisconsin, River Falls
  • Advisor, Advanced Planning Committee Chair - Vector Wealth Management
  • Advisor, Investment Policy Committee – White Oaks Wealth Advisors
  • Sales Consultant – American Express Financial Advisors
  • Manager of In-Store Banking – The Park Bank

Education

  • B.S. Corporate Finance – Ball State University
  • MSFS, Master’s of Science, Financial Services – Richard D. Irwin Graduate School, The American College
  • Certified Financial PlannerTM
  • Chartered Financial Consultant (ChFC)

Memberships

  • NAPFA - The National Association of Personal Financial Advisors
  • Financial Planning Association – National Consumer Advisory Group
  • Boy Scouts of America –Northern Star Council President’s Cabinet, Eagle Scout Alumni Network, Instructor, Northern Tier National High Adventure Bases

NAPFA Start Date

June 03, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

7261 Ohms Ln Edina, MN 55439-2148 Phone: (952) 926-1659
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