Drew Schlotter

Background

About Drew Schlotter

I leverage my expertise in personal finance, and financial psychology to provide personalized financial planning services to high net worth families. I have a proven track record of leading efforts in modernizing planning services and processes, testing and evaluating technology stacks for improving client outcomes. I also specialize in advanced college planning, focusing on saving for college and education funding strategies for HNW families. I hold multiple certifications, including the Certified Financial Planner™ Professional issued by CFP Board, the Certified College Financial Consultant issued by American Institute of Certified College Financial Consultants, and the Registered Life Planner issued by Kinder Institute of Life Planning. I am passionate about helping clients achieve their financial goals and secure their financial future. I am always eager to learn new skills and stay updated with the latest trends and best practices in the financial planning indu