Scott’s Approach
Scott F. Demler
CFP®, CRPS®
Financial Advisor / Member Owner
Overview
Scott Demler serves as a financial advisor in Savant’s Rockford, Illinois, office, where he focuses on comprehensive financial planning for individuals and families. As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Plans SpecialistSM (CRPS®), he guides clients through wealth transfer strategies, philanthropy planning, income and estate tax planning, retirement cash‑flow projections, retirement income strategies, insurance evaluations, debt management, and education funding. He serves as a mentor, getting new advisors up to speed, and travels to job fairs at colleges to encourage students to apply for internships and full-time employment at Savant.
Scott has worked as a financial advisor since 2007 and came to Savant after building a career in sales, marketing, and financial services. He takes pride in helping people pursue financial clarity and confidence in their financial lives.
In the Rockford community, Scott is a volunteer educator for the Center for Learning in Retirement and Adult Learning at Rock Valley College and graduated from the Leadership Rockford program. He stays active in several local networking groups and is a member of St. Bridget’s Church.
Scott earned a bachelor’s degree in marketing from Northern Illinois University in DeKalb. Outside of the office, he enjoys spending time outside. He spent many years helping young people learn to water ski and participated in the Ski Bronc water ski show team.
Credentials
- CERTIFIED FINANCIAL PLANNER® professional
- Chartered Retirement Plans Specialist℠
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
- Northern Illinois University
Bachelor of Science in Marketing
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Chartered Retirement Plans Specialist℠
Affiliations
- Rock Valley College Center for Learning in Retirement and Adult Learning – volunteer educator
- Leadership Rockford – graduate
- St. Bridget’s Church – member
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.