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Scott S

CFP®, Series 66

Palm Beach Gardens, FL

Cetera

Scott Shrader is a CFP® professional with 23 years of experience in the financial services industry, currently advising at Cetera. He has held positions at various Cetera affiliates since 2025 and owns Vault Financial LLC, a firm providing tax and financial services. Outside of his advisory work, he is involved in automotive clubs, serving as president of the Ferrari Club of America Palm Beach chapter and regional director for its Florida region, and helping organize luxury car events in Palm Beach Gardens and Napa Valley. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary strategies nationwide.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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