Scott Mazuzan, CFP®

Principal, Private Client Advisor

Mr. Mazuzan is a private client advisor in our Portland, Maine office. Working closely with our investment advisors, Scott helps clients navigate their complex financial lives. Scott utilizes a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. He also coordinates with his clients’ family members, outside advisors and with other members of their professional team. Mr. Mazuzan has been CERTIFIED FINANCIAL PLANNER™ professional since 2013 and has more than 11 years of experience in the profession.

Prior to joining F.L.Putnam, Scott began his career in finance as a registered representative with Charles Schwab & Co., Inc., in Denver, CO. A graduate of the University of New Hampshire, Scott also spent several years working in International Education and Study Abroad – traveling across the U.S. and overseas along the way.

Scott is currently treasurer of Birth Roots, a Portland community-based organization supporting pregnancy and early parenting.

Joined F.L.Putnam in 2011

*View certification and designation definitions here

Education

BA Psychology and Italian, University of New Hampshire
Certificate Financial Planning, Boston University

Affiliations

Treasurer, Birth Roots