Arik P. Schechet
CFP®, CPA, MBA/MSA
Financial Advisor
I enjoy helping clients plan for their financial futures – because a goal without a plan is just a wish.
Skip to content
Education &
Arik is a financial advisor in Savant’s Wellesley, MA office.
Arik has been involved in the financial services industry since 2004, helping individuals and families develop financial strategies which encompass all aspects of their financial lives.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), Arik is knowledgeable in all areas of financial planning, including investments, retirement cash flow projections and income optimization, proactive income and estate tax planning, wealth transfer and philanthropy, insurance needs analyses, debt management, and education funding.
Arik earned a bachelor of science degree from Dickinson College in Carlisle, PA and a master of business administration (MBA) degree and a master of science in accounting (MSA) degree, both from Northeastern University in Boston.
Arik and his wife have two children and live in Arlington, MA. He enjoys hiking and camping with his family, as well as playing a number of recreational sports including basketball, tennis, and soccer.
Education &
Designations
- Dickinson College
Bachelor of Science - Northeastern University
Master of Business Administration (MBA)
Master of Science in Accounting (MSA) - CERTIFIED FINANCIAL PLANNER® professional
- Certified Public Accountant (CPA)
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.