Client Advisory

Biography

Scott is a Partner in the Cleveland office. He is a member of the estate and financial planning team, providing advisory services to individuals and businesses with an extensive background in corporate retirement plans including 401k, cash balance and defined benefit plans. Scott has a long term goal of maximizing benefits for individuals and corporations alike.

Prior to joining Cerity Partners, Scott spent 25+ years at another Cleveland firm managing personal wealth portfolios in addition to acting as fiduciary to over 150 corporate retirement plans throughout the Midwest.

In his spare time, Scott enjoys playing golf, coaching his daughter’s softball teams and long walks/runs with his best dog.

Education

  • Cum Laude graduate of Ohio University (’98) major in Business Finance and minor in Interpersonal Communication

Highlights

  • Board member of Council Gardens
  • Current member of Entrepreneurs Organization
  • Former board member of Heisley Park

Request an Introduction to Scott Lepa

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues