About Scott Schechter
After finishing my MBA at the University of Chicago, I went to work helping to manage a multi-billion-dollar equity portfolio in Chicago. One day, after a few years of doing this, I happened to be sitting at my desk looking out my window, looking down on Michigan Avenue, watching people walk up and down the sidewalk, and I had an 'aha' moment that literally changed the course of my life.
With all the education and financial knowledge that I had, even if I did the best job possible for the portfolio, the chances of my making an impact on an individual person's life were practically zero. So I started thinking about how I could help people like those walking on the sidewalk instead of looking down at them from an office in the sky.
Today, I don't look down on people on the sidewalk, wishing I could help. Instead, I get to sit across from my clients, shake their hand, and look them in the eyes and take time to get to know their unique situation and tailor each client's financial strategy according to their unique needs. Whether you have a specific situation to address or just want help maximizing your opportunities, I can help you find the best strategies and resources to support your vision of success, help build and secure your financial future, your unique financial goals, and help you change the course of your life.
If you would like to learn how I can help you, you can reach me at 619-350-3601 or sschechter@eaglestrategies.com.
Certifications and Designations
Chartered Life Underwriter, CLU®
Chartered Financial Consultant, ChFc®
Chartered Advisor in Philanthropy, CAP®
Accredited Estate Planner®
Certified Financial Planner™
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Awards and Recognition
Forbes Best in State Financial Security Professionals, 2022, 2023, 2024, 2025, 2026*
6 Degrees Humanitarian Award, 2024
Education
MBA, University of Chicago, 1998
MA Economics, Northwestern University, 1993
Volunteer Service
Amplified Impact Partners, Partner
Northcenter Chamber of Commerce Philanthropy Committee
Personal
Happily married for more than 25 years
I also hike, sail, bake, and volunteer regularly
Contact us today to discuss our process and see if it's right for you. You can call Scott Schechter directly at 619-350-3600.
*You can learn more about SHOOK Research’s methodology here https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/.
The Forbes | SHOOK® Financial Security Professionals and Best-In-State Financial Security Professionals rankings are the product of SHOOK Research, LLC's independent research and due diligence and its proprietary ranking methodology. The rankings are published and distributed by Forbes. Data as of December 31, 2025. Published by Forbes (July 2026).
SHOOK Research's proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each professional across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management, sales figures, and revenue generated for their firms. Financial Security Professional ("FSP") refers to those professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses.
Investment performance is not a criterion, as client objectives and risk tolerances vary and these professionals rarely have audited performance reports. SHOOK Research's rankings are intended to help investors identify and evaluate financial services professionals and are not indicative of future performance or representative of any one client's experience. Past performance is not indicative of future results. The rankings are for informational purposes only and should not be construed as a recommendation or endorsement to hire any specific financial services professional. SHOOK Research does not assume any liability for actions taken based on the rankings.
Neither SHOOK Research nor Forbes receives compensation in exchange for placement on the rankings. For a full description of SHOOK Research's methodology, please visit www.SHOOKresearch.com. SHOOK® is a registered trademark of SHOOK Research, LLC.