Michaela Scott, MSFS, CFP®, RICP®, AIF®, C(k)P®

Michaela Scott
Principal & Founder, 401(k)/403(b) Advisor
Phone: 978-689-6971
23 Keewaydin Drive, Suite 205
Salem, NH 03079

Michaela is the Founder and Principal of the Strategic Retirement Benefits Group, partnering with businesses on the financial portion of their benefits program – specifically their retirement Plans. She has been recognized as the Top Women Advisors Rising Star and Top Plan Advisors under 40, and their team has earned Top DC Advisory Team.

Michaela earned her Master of Science in Financial Services with a concentration in Retirement Planning from the American College of Financial Services, where she serves as the incoming President of the Advisory Committee. She was awarded their Millennial Advisor of the Year award.

She is a Certified Financial Planner™, Accredited Investment Fiduciary, Retirement Income Certified Professional®, Charted Financial Consultant, and Certified Health Savings Advisor. Michaela earned her Certified 401(k) Professional Designation administered by the Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. She serves at The Plan Sponsor University as an adjunct professor.

She holds an honors Bachelor of Arts in Politics from Saint Anselm College and is the immediate past President of the St. A’s Alumni Association and current Advisory Council Co-Chair for the Department of Business and Economics. Michaela was selected to serve on the Retirement Plan Advisory Council (RPAC) for Osaic. Osaic is one of the largest networks of independent advisor firms in the country, overseeing approximately $500 billion in assets. RPAC comprises a select group of advisors who specialize in retirement plans, are innovative, and can lead by example with best practices for servicing clients and delivering results for participants.

Award Disclosures

MDRT

• Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only until lifetime membership is achieved after 10 years; otherwise, all members must apply yearly to continue their affiliation with the Million Dollar Round Table.

https://strategicretirementbenefits.com/award-disclosures