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VERSION:2.1
X-GWTYPE:USER
UID:dmhperson3748
FN:Scott A. Michalek, CFP®
TEL;WORK:+1 215 979 1604
TEL;TYPE=WORK,FAX:+1 215 689 4908
EMAIL;WORK;PREF:SMichalek@wescott.com
N:Michalek, Scott
TITLE:Principal, Financial Advisor
ORG:Wescott Financial Advisory Group LLC
ADR;INTL;WORK;PARCEL;POSTAL:;;Wescott Financial Advisory Group LLC;30 South 17th Street | Philadelphia | 19103-4196
URL;WORK:http://www.wescott.com
NOTE;ENCODING=QUOTED-PRINTABLE: Scott, as a Financial Advisor for his Wescott clients, is responsible for the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. Scott's expertise is in comprehensive financial planning, portfolio policy and analysis and investment policy statement development.  Scott also specializes in working with many of Wescott's non-profit, endowments and foundation clients.  Scott has been a Financial Advisor with Wescott since 1994.Prior to joining Wescott, Scott was a financial advisor with an investment advisory firm in Pittsburgh.Scott is active in several professional organizations, including the Philadelphia Estate Planning Council and the Financial Planning Association (FPA).  Scott has served on the board of FPA Philadelphia Tri-State Area Chapter for several years and is a Past President of the chapter.Scott earned his Master of Business Administration (MBA) degree in 1992 from Duquesne University and has a BA in business economics from the College of Wooster in Wooster, Ohio. Scott completed the CFP Professional Education Program from the College for Financial Planning in 1996.  
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