Scott Anselmo is a seasoned Senior Financial Advisor and wealth manager based in Fort Lauderdale with over 20 years helping individuals, families and professionals across healthcare and education build tax-efficient retirement, income and estate plans. A Boston University-trained mechanical engineer, he leverages an analytical, systems-oriented mindset to construct customized portfolios and evolving strategies that reflect clients’ values and long-term goals. Recognized on Forbes’ Best in State Financial Security Professionals list in both 2024 and 2025, he blends transparency and education to demystify complex financial decisions. At Osaic and PATH Financial Partners he applies cutting-edge tools—including AI-driven estate planning platforms—to deliver tailored, multigenerational solutions. Quietly entrepreneurial, Scott has translated engineering rigor into durable client relationships and measurable outcomes across decades of practice.
11 years of coding experience
BS Mechanical Engineering, BS Mechanical Engineering at Boston University
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