People often ask me why I entered this industry and became a financial advisor. Like many people, I didn’t grow up knowing what I wanted to be or what I wanted to do with my career. In many ways, I stumbled upon this industry.
With that said, once I entered this industry, I was immediately inspired by the ability I had to sit down with complete strangers, listen to their needs, and talk with them about how to pursue their goals in life. I realized my high sense of integrity and desire to help and serve people went hand-in-hand for serving as a financial planner.
Starting My Career and My Firm
I studied business management in college at Florida International University and knew I wanted to do something in business or finance. After graduating, I worked with several different firms and, by 2009, I was a financial advisor and director at Uhler and Vertich Financial Planners. At this firm, our goal was to assist families in becoming and remaining financially independent, so they would have the opportunity to spend their lives doing what they love.
I enjoyed my role, working with the firm, and serving so many families. However, I had a vision of running a fee-only, independent financial planning firm and helping families and retirees in my Florida community.
In 2013, I made the leap and founded Mutual Trust Advisory Group, a boutique financial planning firm dedicated to providing personalized wealth management services to affluent clients. As you can tell straight from the name, my focus would be on nourishing trusted and close relationships with every person I served.
My Role as an Advisor
I specialize in serving affluent individuals, families, and retirees. While they each have unique circumstances, they share a consistent goal: they want to grow, preserve, and transfer their hard-earned finances according to their values and objectives, whether it’s supporting a charity they’re passionate about or traveling the world in retirement. They’re successful in their life and career, but they want to make sure they are making the most of their assets.
My goal is to help my clients make smart money decisions and create opportunities to build, protect, and distribute their financial resources so they can work toward their goals. All of this is done in a technically competent and caring manner that is designed to reduce anxiety about money.
I like to take the time to get to know each client on a personal level, understanding what makes them tick, what they want to accomplish in life, and what matters most to them. I ask the questions many people haven’t considered and spend a lot of time listening. By developing and maintaining such close relationships with my clients, I have the greatest opportunity to make a real difference in people’s lives.
Serving as a Teacher and Guide
My biggest passion isn’t picking investments; it’s helping people. And as someone who refuses to settle for mediocrity, I want to provide the highest level of advice and knowledge to my clients. Beyond my experience, I have attained the CERTIFIED FINANCIAL PLANNER™ certification, which signifies my advanced knowledge and commitment to providing comprehensive financial planning and upholding the highest level of ethics and objectivity.
When I’m not helping clients, I’m assisting other advisors. I serve as an instructor for the CFP® educational certificate program at Boston University and have previously served as an instructor for the CFP® educational certificate program through The Center for Leadership and Innovation at Florida Gulf Coast University.
The Triumphs and the Hurdles
There are plenty of challenges that come with this job. Owning a business and handling those many responsibilities alongside the services I provide my clients takes a lot of work. However, I can’t imagine having a different career.
It’s very fulfilling to have the opportunity to improve people’s lives and build such deep relationships with them along the way. Every day, I’m driven by the strong belief in the value proposition I bring to the table, along with core convictions about what this industry should be about. I work hard everyday to make sure I’m doing the right thing by my clients and community.
Taking the Next Step
If you’re interested in learning more about how I work, who I serve, and how I may be able to help you, I encourage you to reach out to me. To take the first step, call my office at (239) 204-4333.
Scott R. Schatzle, CFP® is a financial advisor and the owner of Mutual Trust Advisory Group, an independent, fee-only financial planning firm that specializes in helping successful individuals, families, and retirees. Scott brings more than 13 years of industry experience to the table, along with specialized training in and knowledge of comprehensive financial planning. Working closely with each of his clients, he strives to assist people in making smart decisions around their money and help them build and maintain wealth over time. Based in Fort Myers, Florida, he works with clients based locally in Estero, Bonita Springs, Fort Myers, and Naples, Florida area. To learn more about Scott and his firm’s services, call (239) 204-4333, email firstname.lastname@example.org, or connect with him on LinkedIn.
Mutual Trust Advisory Group is registered as an investment advisor with the state of Florida and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.
All investments and strategies have the potential for profit or loss. There are no assurances that a client’s portfolio will match or exceed any particular benchmark.