Articles & News

May 11, 2018

Insurance Landmines Could Ruin Your Financial Plan

Although life insurance is sometimes portrayed as a “set it and forget it” investment, the reality is that there are a variety of variables that can change along the way.

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May 18, 2016

Schechter Presents at Private Placement Life Insurance Conference in Boston

Birmingham, Michigan: Schechter Wealth Advisors Aaron Hodari, CIMA and CFP Certificant, and Scott Diamond have been selected to present on the fundamentals of PPLI at the Private Placement Life Insurance and Variable Annuities Forum at The Colonnade Hotel in Boston, Massachusetts. Private Placement Life Insurance and Variable Annuities offer access to Hedge Funds, MLP’s and…

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Introduction

Scott Diamond advises high net worth individuals, business owners and their attorneys, CPAs, and money managers on opportunities to improve wealth accumulation, wealth transfer, preservation and charitable giving strategies. With over 20 years of experience in sophisticated financial strategies, Scott brings the strength of Schechter’s unique solutions in tax management, estate planning, and institutional quality investment advisory to his clientele in Los Angeles and around the country.

Prior to joining Schechter, Scott was President of Roxbury Consultants where he was known for his value-added approach to building customized, executive and group benefits programs to help clients retain, attract, and motivate their talent, and was a nationally recognized benefits and compensation resource. Scott’s expertise includes sophisticated financial approaches to the individual life insurance market, including both traditional life products and private placement variable life contracts. Scott was also a Senior Vice President at MullinTBG, where he specialized in customizable executive benefits for Fortune 1000 companies.

Scott attended the University of Texas and is a big Longhorn fan. In his spare time, Scott enjoys spending time with his three children, playing tennis and golf, as well as volunteering for a variety of charitable endeavors.

Check the background of this investment professional on FINRA’s BrokerCheck.