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.
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Education &
Arik Schechet serves as a financial advisor in our Wellesley, Massachusetts, office, where he helps individuals and families create comprehensive financial strategies.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), Arik focuses on numerous areas of financial planning, including investment management, retirement cash flow projections, income optimization, proactive income and estate tax planning, wealth transfer and philanthropy, insurance analysis, debt management, and education funding.
He earned a bachelor’s degree in computer science from Dickinson College in Carlisle, Pennsylvania, and both a Master of Business Administration (MBA)and a Master of Science in Accounting (MSA) from Northeastern University in Boston.
Arik and his wife live in Arlington, Massachusetts, with their two children. He enjoys hiking and camping with his family and playing recreational sports such as basketball, tennis, and soccer.
Education &
Designations
- Dickinson College
Bachelor of Science in Computer 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®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.