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Scott Hiller

Wealth Strategist at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Charles Schwab</span>
Intro Book
Seasoned financial planner with 22 years of experience in estate planning and wealth management.
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Location
San Antonio, Texas Metropolitan Area, US
Skills
  • Estate Planning
  • Retirement Planning
  • Life Insurance
  • Long Term Care Insurance
  • Investment Strategies
  • Show all
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Bio

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Scott Hiller is a seasoned financial professional with 22 years of experience in estate planning, retirement planning, and wealth management. He holds various certifications, including the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Financial Planner (CFP). Scott has worked as a Lead Financial Planner at USAA and a Wealth Strategist at Charles Schwab.

Credentials

  • Retirement Income Certified Professional (RICP)
    The American College of Financial Services
    Jul, 2015
    - May, 2026
  • Chartered Life Underwriter (CLU)
    The American College of Financial Services
    Jul, 2009
    - May, 2026
  • Chartered Financial Consultant (ChFC)
    The American College of Financial Services
    Jul, 2006
    - May, 2026
  • Certified Financial Planner (CFP)
    CFP Board
    Jan, 2003
    - May, 2026
  • Insurance Agent; Life, Annuity, Health, Variable Life & Annuties
    Texas Department of Insurance
    Nov, 1999
    - May, 2026
  • Series 7, Series 63, Series 24
    FINRA (Financial Industry Regulatory Authority)
    Nov, 1999
    - May, 2026

Experience

  • Charles Schwab
    • San Antonio, Texas, United States
    • Wealth Strategist
      • May 2020 - Present
      • San Antonio, Texas, United States
  • USAA
    • Lead Financial Planner
      • Feb 2000 - May 2020

      Senior Financial Planner

  • United States Air Force
    • Command Pilot
      • Nov 1977 - Feb 2000

      Desert Storm Combat Fighter Pilot

Education

  • 1996 - 1997
    United States Air Force Air War College
  • 1985 - 1988
    University of the Philippines
  • 1973 - 1977
    Kent State University
  • 1969 - 1973
    Jackson Memorial High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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