Meet Scott Noble
Scott M. Noble, CPA/PFS is a recognized professional education instructor, author, tax reduction strategist, and estate and retirement income planning specialist who is a CPA with Personal Financial Specialist Credentials (PFS - a financial planning designation only available to CPAs) - an exam and real-world experience certification for providing extensive tax, estate, retirement, risk management, and investment planning advice to individuals, families, executives and business owners. He has also been a Dave Ramsey Certified Financial Coach. He is also author of Retire Abundantly and a sought-after educator among his peers in the financial and estate-planning industry, giving presentations on financially sound methods for a more predictable and tax efficient financial estate and retirement cash flow. He is a master financial tactician with a keen eye for the small details, having used his skill-set as an auditor of billion-dollar businesses, that can uncover significant opportunities for tax savings and retirement cash flow that can enhance lifestyle confidence before and during retirement.
His career experience is vast having been an auditor, controller, Chief Financial Officer of several technology companies, entrepreneur, and business owner. He is a graduate of Wake Forest University, which led to a role as a senior consultant with a “big six” consulting firm where he fine-tuned his unique ability uncover hidden opportunities and dangers as well as how to make complex situations simple.
Scott is also a runner, single-digit handicap golfer and married to Denise. Together they have three daughters and live in Alpharetta, Georgia, along with their dog, Henry. In serving clients he gets most excited when money serves a family’s greater purpose and allows them to enjoy a bigger and more confident future.
Scott on The Atlanta Retirement Report on WXIA-Atl
Meeting Planners
Request your copy of “Retire Abundantly” by contributing author, Scott Noble.
Presentations
Scott speaks on the topic of having Wealth With No Regrets® to CFO’s, Personal Wealth Business Managers, professional planning community and entrepreneurs. Presentations include:
3 Ways to Avoid A Personal Wealth Pantsing
In this presentation Scott shares personal experiences of being pantsed first as a high school student then as a businessman who had achieved great wealth. A humorous story that engages the audience and makes the point that being pantsed is not your fault. It is a result of a broken industry that hides conflicts of interests, remains product-driven and delivers premature solutions. In this presentation Scott shares with the audience what he has learned so they can avoid being pantsed with their wealth so they can enjoy Wealth With No Regrets®.
How to Align Wealth to Desired Results
As a CPA, Auditor, Controller, CFO and entrepreneur Scott has particular insight into the numbers whether a million or a billion. But at the end of the day numbers are just numbers. What gets results is sound planning and fearless execution whether in a business or with your personal wealth. In this presentation Scott demonstrates how to align personal wealth with a desired future that energizes and gets the right results.
The Executive’s Path to a Richer Retirement
As an executive Scott shares from his personal experience about the dilemmas executives face when planning for retirement. He highlights the three critical ingredients that every executive must have in place before retiring and how to position corporate benefits for a secure return. This is a message every executive should hear before making retirement plans.
The Wealth Plan That Fuels The Entrepreneurial Spirit
The entrepreneur never retires because he never loses the entrepreneurial spirit. Whether is pioneering a new business or a charitable work the entrepreneur is always creating something new. Often times wealth planning is perceived as restricting this entrepreneurial spirit and in this presentation Scott demonstrates how the right plan allows for greater entrepreneurial activity even during the “retirement years.”
Contact
Address
12600 Deerfield Parkway, Suite 475
Alpharetta, GA 30004
Phone
(678) 278-9632