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Scotty Liberatore

Legacy & Financial Specialist

Hello to you! My name is Scotty, and I am honored to be a Legacy & Financial Specialist here at 1.oak Financial. At this point in my career, I have officially marked over a decade in the Financial Services industry. What a rewarding and humble journey it has been, and I am so blessed and excited for many more to come!

For me, life has always been about other people. At an early age I learned the Golden Rule: “treat others the way you would like to be treated.” At that point, my life changed forever.

As a Legacy Specialist, I have a deep understanding of Legacy Planning. My purpose, my mission, and my goal is to guide individuals and families to create meaningful, lasting impacts for the future generations. I do this by blending personal insights and strategic planning; ensuring that assets, values, and cherished memories are preserved in place.

I take pride in building trust and tailoring my approach to align with each client’s unique vision; helping them create a legacy that resonates. Being able to hear your story, learn what makes you one of a kind, and plan for your legacy is a true privilege, and I look forward to it!

Growing up in a small, Ohio village, I quickly learned the value of people, hard work, and money. To me, these three things are left to be talked about later in life, I have also learned this is not wise to do. My path, like all others; carved out from experiences, wants, needs, goals, sports, family, friends, and people; have all led me to who I am today.

I am a proud alumnus of The Ohio State University. I hold a Bachelor’s Degree in Consumer and Family Financial Services with a minor in Business Administration and Management. I have completed all the education requirements to take my Certified Financial Planner designation and plan to take my certification exam in the future. I hold a current Accident & Health, Casualty, Life, Property, and Variable license, a current ALHC designation, a prior Series 6.

In my life, I have a wonderful wife Jessica, a supportive family, a great community, and two dogs: Moose and Champ. We keep an active lifestyle and enjoy the outdoors as much as we can. Typically, we can be found on a hike with our dogs, a concert or live music event, trying out a new restaurant, catching a sporting event, hanging out with friends, or even sometimes a relaxing vacation at Siesta Key Beach.

Personally, I have always loved sports, more specifically playing them, and being involved in them. I always say I love a friendly competition and will even play you in Tic-Tac-Toe for a good laugh. I currently spend most of my free time: golfing, fishing, playing softball, writing, creating, building, playing guitar, and running my handyman business; Scott Of All Trades, LLC.

I wanted to share a snapshot of me, my life, and the legacy that I am protecting. Please know, I am here to listen, guide and help plan for “Your Legacy” with you too.

 

 

Investment advisory services are offered through Mike Milligan, an Investment Advisor Representative of Advisory Alpha, LLC.  Scotty Liberatore is not an Investment Advisor Representative and is not licensed to provide investment advice. 

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