Scott’s Approach
Scott F. Demler
CFP®, CRPS®
Financial Advisor / Member Owner
Overview
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.
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 SM
Affiliations
- United Way – board member, Finance Committee member
- Rock Valley College Center for Learning in Retirement – volunteer educator
- Leadership Rockford
- 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.