Scott F. Demler
CFP®, CRPS®
Financial Advisor / Member Owner
My passion is helping people. I have the privilege of guiding clients as they make wise financial decisions throughout the changing seasons of life.
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Education &
Affiliations &
Scott is a financial advisor in Savant’s Rockford, IL headquarters. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Plans SpecialistSM (CRPS®), Scott is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Scott has been a financial advisor since 2007. Prior to joining Savant, he held positions in sales, marketing, and financial services where he took great personal pride in helping his clients pursue their financial and retirement goals.
Scott serves the Rockford community as a director on the United Way board and is a member of the United Way Finance Committee. He is a volunteer educator for the Center for Learning in Retirement program at Rock Valley College. Scott is a graduate of the Leadership Rockford program. He is a member of St. Bridget’s Church and various networking groups in the Rockford area.
Scott earned a bachelor of science degree in marketing from Northern Illinois University.
Scott enjoys spending time helping young people learn to water ski and develop their athletic talents in that area.
Education &
Designations
- Northern Illinois University
Bachelor of Science in Marketing - CERTIFIED FINANCIAL PLANNER® professional
- Chartered Retirement Plans SpecialistSM (CRPS®)
Affiliations &
Community Service
- United Way – board member, Finance Committee member
- Rock Valley College Center for Learning in Retirement – volunteer educator
- Leadership Rockford
- St. Bridget’s Church – member
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.