Wealth Management Advisor, Northwestern Mutual Wealth Management Company
Waterloo, Iowa Area
Wealth Management Advisor, Northwestern Mutual Wealth Management Company
Waterloo, Iowa Area
Scott Sernett is a Financial Advisor with the Northwestern Mutual Financial Network. The mission of the Network is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security.
It is Scott Sernett's commitment and belief that who he is as a financial advisor has a substantial impact on the level of service and quality of the financial counsel he provides to clients.
When it comes to financial goals, each decision made and action taken will have a significant impact on future financial circumstances. A good financial blueprint will lay out what needs to be done to achieve goals for tomorrow. A clear understanding of interrelationships is invaluable to confront economic issues that evolve over time.
Because life's complexities leave little room for "standard" approaches, Scott uses a four-step approach in working with clients:
• Ask questions
• Analyze the information
• Make recommendations
• Keep in Touch
Scott's experience also tells him that there is no single blueprint that will work for everyone. Ultimately, success of a client's plan depends on how accurately it reflects an individual's wishes, and the commitment to providing for identified financial needs and goals.
By taking a comprehensive assessment of a client's current situation, Scott helps the client prioritize goals, and develop a workable strategy with clear action steps and timetables.
For additional information on Scott's professional background, areas of expertise and services available, visit his web site at http://www.nmfn.com/scottsernett.
Chartered Life Underwriter, Charter Financial Consultant, Certified Financial Planner(r) Professional
(Privately Held; 1-10 employees; Financial Services industry)
May 1996 — Present (13 years 8 months)
(Privately Held; Financial Services industry)
May 1996 — June 1997 (1 year 2 months)
BA , Marketing , 1993 — 1997
Reading, traveling, golf, college athletics, running, triathalon, family time
National Association of Insurance & Financial Advisors (NAIFA), Pi Sigma Epsilon (PSE), St. Stephen The Witness Catholic Student Center, St. Patrick Catholic Church/School, University of Northern Iowa Alumni Association & Panther Scholarship Club, Junior Achievement Instructor