Scott Leak, CFP®, CEPA®

Director of Business Development & Senior Consultant at FP Transitions

Speaker

Scott Leak, CFP®, CEPA® is a Senior Consultant and the Director of Business Development at FP Transitions, the industry’s leading provider of valuation, succession planning, and M&A Consulting.

Scott is a seasoned professional continually at the forefront of supporting independent advisors and has been a driving force in the financial industry for over 25 years.

Scott began his career at TD Ameritrade, earned his CFP® designation in 2010 to deepen his understanding of advisors' value proposition, and earned his Certified Exit Planning Advisor designation in 2024. With a diverse background, Scott's consultative approach and dedication to elevating the public understanding of the independent model have made him a respected figure in the industry and a sought-after public speaker.