Scott Levin, JD, MBA, CFP®, ChFC®, CAP®, MCEP®
Wealth Planning Associate
Year received CFP® certification: 1998
Scott Levin is a Wealth Planning Associate at Asset Planning Services, Ltd. He began his career in the financial services industry in 1997, following several years working in tax preparation, planning, and research with a CPA firm. In addition to more than 20 years of personal financial planning experience, Scott has engaged in all facets of estate planning at the Federal and State level.
Scott is a 1989 graduate of The Pennsylvania State University where he earned a Bachelor of Science degree in Accounting. He then attended Villanova University, where he received a joint JD and MBA degree.
In 1998, Scott earned the CFP® certification from the Certified Financial Planner Board of Standards. In 2001, Scott received the Chartered Financial Consultant (ChFC®) certification, and the Chartered Advisor in Philanthropy (CAP®) in 2003, both from the American College. In 2021, Scott earned the Certified Estate Planner (CEP®) and Master Certified Estate Palnner (MCEP®) designations from the NICEP. He adheres to the Code of Ethics and Professional Standards of Practice set by the CFP Board of Standards.
Scott has been married to Stacey since 1996, and they have two children. He is active in the Rescue Community assisting to promote the adoption of dogs and cats from shelters and rescues. Scott has coached baseball and basketball for many years, and both he and Stacey are patrons of the arts.