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Scott Schiller, CFP®, CFS®, CEPA®

Wealth Management Fiduciary


512-791-8910
210-998-5001
sschiller@pws-texas.com
2802 Flintrock Trace, Suite 208
   Austin, Texas 78738
 



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Scott Schiller is a Wealth Management Fiduciary with Platinum Wealth Solutions of Texas, LLC, a full-service wealth management firm dedicated to positively impacting the lives, lifestyles, and legacies of the individuals, families, and businesses it serves. With more than twenty years of experience in financial planning and wealth management, Scott specializes in working with successful business owners, professionals, and high-net-worth individuals.

Scott earned his Bachelor of Science in Finance from the Herbert Wertheim College of Business at Florida State University. He holds the Certified Financial Planner ™ designation through the College for Financial Planning and the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute in Cleveland, OH — placing him among a select group of advisors who specialize in both personal wealth management and business value maximization.

An active member of the Austin business community, Scott belongs to the Association for Corporate Growth, the city's premier M&A deal-making community, and the Austin Chapter of the Exit Planning Institute, a network of professional advisors helping business owners grow, transition, and exit their businesses successfully.

In a financial landscape that's constantly shifting and saturated with noise, Scott's focus is simple: help clients plan their future through a clear, transparent process. He's committed to fiduciary-based, comprehensive financial planning — taking the time to understand each client's goals and circumstances, then delivering the customized, personal service they deserve.

Outside of work, Scott is a dedicated father, an avid athlete, and a believer in living a healthy, active lifestyle. He resides in Austin, Texas with his daughter Emma (12) and his son Wyatt (11).

    Professional Registrations & Licenses

    • Certified Financial Planner™ (CFP®)
    • Certified Fund Specialist™ (CFS®)
    • Certified Exit Planning Advisor (CEPA®)
    • FINRA Series 7
    • FINRA Series 6
    • FINRA Series 63
    • FINRA Series 65
    • Group I Life, Accident, and Health Insurance







    Life in a Box


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