Arik’s Approach
Arik P. Schechet
CFP®, CPA, MBA, MSA
Financial Advisor
Overview
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.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Dickinson College
Bachelor of Science in Computer Science - Northeastern University
Master of Business Administration (MBA)
Master of Science in Accounting (MSA)
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Public Accountant
- MSA
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
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.