scott schorzman

founder and managing member

About

Two decades of experience owning and working with closely held businesses. Primary areas of expertise include: - Finance and planning - Operations and management - Protection and exit strategies - Personal retirement planning - Estate planning - Life Insurance Specialties: Working with closely held business owners to implement tax efficient private buyout strategies, personal financial planning and estate planning.

Country

united states

City

kenmore

Industry

financial services

Skill

retirement planning, insurance, finance, high net worth individuals, wealth management, fixed annuities, personal financial planning, life insurance, strategic financial planning

Experience

founder and managing member

airstrike firefighters

2017-1 - Present · 9 yrs 9 mos

finance and administration

various local startup companies

1993-1 - 2007-1 · 14 yrs 1 mo

CFO, Controller, Operations Management, Investor Relations, Accounting, Finance

managing partner

kimberly financial group

2012-2 - Present · 14 yrs 8 mos

Dedicated to serving high net worth individuals and closely held business owners. Provides business protection, succession, retirement and estate planning services.