Blue Chip Partners
D. Scott Foret, CFP®, IACCP®, CEBS, is a seasoned financial professional with extensive experience in the investment advisory and financial services sectors. Currently serving as a Partner and Senior Financial Advisor at Blue Chip Partners since November 2016, Foret provides comprehensive financial planning and investment management services to high net worth clients. Prior roles include Chief Operating Officer and Chief Compliance Officer at Stratos Wealth Partners, where strategic operations were established for a new investment management firm, and Chief Operations and Chief Compliance Officer at Tactical Allocation Group, LLC, overseeing significant asset growth. Earlier experience includes senior management consulting at Technology Professionals Inc. and multiple leadership positions at Aon Hewitt, where operational efficiencies led to substantial cost savings and revenue increases. Foret holds a Bachelor of Science in Statistics from the University of Michigan and an MBA in Finance and Financial Management Services from the University of Otago.
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