Scott D. Carano, CPA, CFP®, CIMA®
Partner

Scott D. Carano has 19 years of experience in public accounting, investment consulting, and financial planning. He uses his skills to serve families, trusts, and institutional clients – often focusing on investment issues by providing objective, comprehensive, creative, and results-driven solutions to meet goals and objectives. He specializes in the areas of long-range planning for asset growth, protection and management, investment strategies, money manager/mutual fund due diligence, portfolio construction and measurement, as well as traditional personal financial planning services.

Scott received his bachelor of arts degree in accounting from Michigan State University. He is also one of just more than 3,000 professionals certified as an Investment Management Analyst (CIMA) by the Investment Management Consultants Association. His professional memberships include the American Institute of Certified Public Accountants, the Michigan Association of Certified Public Accountants, the Financial Planning Association, and the Investment Management Consultants Association. He was named one of western Michigan’s top Business Leaders Under 40 in 2004 by Business Direct Weekly, and Scott is actively involved in the community.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.