Hello
Scott Roberts, CPA, CLU®
Director of Life Insurance and Estate Planning
About Me
Through financial modeling of legal concepts, Scott brings clarity to the complex planning issues that affluent families face. He illustrates and quantifies how family assets flow for generations as a result of wills, trusts and other planning techniques, before coordinating with his clients’ CPAs and attorneys to fully integrate their wealth preservation, wealth transfer, life insurance and philanthropic planning.
Scott is a Certified Public Accountant with over 20 years of experience in the financial industry, previously working as an estate planning specialist for a well-known financial planning firm headquartered in Atlanta. Prior to this, he worked as a Senior Auditor for Arthur Andersen during which time he planned and performed all phases of audits for both private and SEC companies.
Scott received his bachelor’s degree in accounting, with honors, from the Fisher School of Accounting at the University of Florida, and his Master of Accounting degree from Florida International University. In addition to his CPA license, Scott holds the designation of Chartered Life Underwriter®.
He and his wife Liz have two children, as well as 2 dogs and 5 cats. He enjoys spending time with his family, travel, and reading. He is also a huge soccer fan, coaching, watching and writing about the beautiful game – and he even still plays on some Monday nights when his knees don’t object too much.
Having lived for nearly a year in Madrid, Spain, Scott is fluent in Spanish.
What's your favorite food - Reese's Peanut Butter Cup
Favorite book - David Copperfield
What motivates you - Helping families
Favorite holiday - Thanksgiving
Name something on your bucket list - Publish a book of essays and poems
Place you'd most like to visit - Bhutan
Scott is a Certified Public Accountant with over 20 years of experience in the financial industry, previously working as an estate planning specialist for a well-known financial planning firm headquartered in Atlanta. Prior to this, he worked as a Senior Auditor for Arthur Andersen during which time he planned and performed all phases of audits for both private and SEC companies.
Scott received his bachelor’s degree in accounting, with honors, from the Fisher School of Accounting at the University of Florida, and his Master of Accounting degree from Florida International University. In addition to his CPA license, Scott holds the designation of Chartered Life Underwriter®.
He and his wife Liz have two children, as well as 2 dogs and 5 cats. He enjoys spending time with his family, travel, and reading. He is also a huge soccer fan, coaching, watching and writing about the beautiful game – and he even still plays on some Monday nights when his knees don’t object too much.
Having lived for nearly a year in Madrid, Spain, Scott is fluent in Spanish.
What's your favorite food - Reese's Peanut Butter Cup
Favorite book - David Copperfield
What motivates you - Helping families
Favorite holiday - Thanksgiving
Name something on your bucket list - Publish a book of essays and poems
Place you'd most like to visit - Bhutan
The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Destiny Wealth Partners, LLC is engaged, or continues to be engaged, to provide investment advisory services. Additional information at: https://www.nicholswealth.com/wp-content/uploads/2024/07/2024-Professional-Designation-Disclosures.pdf