Financial Planner
Financial Service Executive
Investment Advisor Representative
Scott serves the investment and protection needs of his clients, individuals and their families as well as business owners and entrepreneurs. He takes the time to learn his client’s goals, applies the appropriate tools to help them understand their financial possibilities, and works to help ensure they are on track to achieve them.
At Barnum, Scott has access to an array of financial solutions designed to help his clients meet their needs. Doing so, he works with a team of professionals as well as his client’s accountants, attorneys, and other advisors.
Through a comprehensive approach, Scott focuses on helping his clients with their risk management, financial planning, retirement planning, and investment planning needs.
AREAS OF FOCUS INCLUDE:
- Estate planning
- Retirement planning
- Investment management
- Education funding strategies
- Insurance and risk management
- Tax minimization strategies
ABOUT SCOTT PANZA
Scott has been in the Financial Services industry since 2009. During his career, he has achieved the Life Underwriters Training Council Fellow (LUTCF), a designation that combines essential product knowledge and skills for financial professionals.
Since joining Barnum, Scott has earned a number of professional recognitions including qualifying for Leaders Conference from 2012-2018 while at MetLife, an honor achieved by a select group of advisors in the organization. Scott has also made Leader’s Conference Qualifier every year since joining MassMutual. He has also received the Five Star Wealth Management award* in 2014-2020, an award nominated to those who provide quality service to their clients.*
Outside of work, Scott dedicates time to volunteer with St. Jude Children’s Hospital. He also volunteers to teach a finance class at Sacred Heart University, teaching young students about insights of the financial business — something he wished he had as a student.
Scott graduated from Sacred Heart University with a Bachelor of Science degree in Finance and Economics. He resides in Milford, CT.
The 5 Star award is granted by Five Star Professional, an independent 3rd party marketing firm. This award may not represent the experience of all clients and is not indicative of future performance or success. This award stems strictly from client experiences as an insurance or securities product customer.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT. CA Insurance Lic# 0L60762