Hello again Podcast listeners. In this episode of Wine and Dime i chat with Scott DuMond. Scott Joined Irvine Wealth Planning Strategies in 2018 and is also a Professor at Alfred State College. In this episode, we talk about what lead Scott to the financial planning field and ultimately joining the firm. We also talk about his kids as well as his faith and how that has helped guide him throughout his life. This was a very enlightening conversation that I’m sure you will enjoy!
I graduated from SUNY Geneseo with a Bachelor's Degree in Psychology in 1990 and in 2011, completed my Master’s Degree in Financial Services from The American College.
For over twenty years, I worked for TIAA-CREF, where I helped numerous people achieve their financial goals and retire well.
In 2015, I moved into the role of a college professor teaching financial planning at Alfred State College.
I joined Irvine Wealth Planning Strategies in 2018, and look forward to working as a planner again while continuing to teach the next generation of CERTIFIED FINANCIAL PLANNER™ professionals.
I feel I am an expert with the New York State retirement system and the collegiate community.
Outside of work, one can most often find me enjoying time with my wife and two teenage sons, at church or a church event, or reading my Kindle in a comfortable chair.
Tasting and retail sales facility
9666 Route 414 | Lodi, NY 14860
We invite you to visit Caywood Vineyards our historic farm winery overlooking Seneca Lake in New York’s Finger Lakes region.
Caywood Vineyards is steps from the spectacular Finger Lakes National Forest.
Our unique tasting room features a redwood and oak bar handcrafted from recycled wine tanks and a 3-story fireplace made from native stone.
Caywood is a proud member of the Pleasant Valley Wine Company family of businesses. Pleasant Valley, based in Hammondsport, is U.S. Bonded Winery No. 1 and the home of Great Western Champagnes.