Scott Turner

Bio: Scott Turner has been in the financial services business for over 20 years. He specializes in financial consulting for individuals, families, and small businesses with an emphasis on asset management and retirement planning with J Matrik Wealth Management.

Scott helps his clients build and protect wealth through comprehensive guidance, superior client service and a disciplined approach to investment management. Because J Matrik Wealth Management is independent from insurance companies and brokerages, he strives to provide the best advice for every situation.

Scott is a CFP®, CERTIFIED FINANCIAL PLANNER Professional, and a Fellow of the Society of Actuaries. He is one of fewer than 50 people who have both designations. He was a financial professional with New York Life for nearly six years, and served as the Chief Actuary for NYLEX Benefits, the executive benefits subsidiary of New York Life.

Prior to that, Scott was an employee benefits consultant for PwC and Towers Watson where he focused on executive benefits, stock option accounting, and qualified retirement plans. He has spoken at several actuarial conferences on stock option accounting and financing employee benefits through a captive insurance company.

Scott graduated cum laude from Tufts University in 1991 with a B.S. in Mathematics. He is an active member of the Tufts Alumni Association and has done fundraising for the school for more than 10 years. He is an avid golfer and lives with his wife Shari, an attorney, and daughter Alexa in New York City. He can be reached by phone at (914) 909-1554 or by email at scott@jmatrik.com.