Scott Sather, CFP®, CIM®, CKA®, FMA
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Scott Sather, CFP®, CIM®, CKA®, FMA

Founder

Awaken Wealth Management Ltd.Founder, President, & Financial Planner
Listed in People
Financial AdvisorSpeaker
#198LinkedIn rankOn Advicer, by followersLinkedInUpdated Oct 20265,537followersMessage ScottContact Scott on LinkedIn
10
Tools in my stack
Wealthbox
CRM
Zocks
Client Meeting Support, Client Data Gathering, AI Assistants/Agents +1 more
Microsoft 365
Email & Office Suites
Calendly
Schedule Apps
Morningstar
Investment Data/Analytics
+5 more
1Password
Password Management
MyRepChat
Client Texting
FutureVault
Client File Sharing
Canva
Digital Marketing
DocuSign
E-Signature
0
Events coming up
1
Books, pods, letters
The Retire Ready Podcast
Podcast · Host
0
Things I'm open to