Scott Warshaw
ChFC®, CLU®, MSFS, CFBS
Co-Founder & Financial Advisor
Partner
Scott Warshaw is a Financial Advisor and founding partner of Broad Street Financial, with over 20 years of experience helping clients define and achieve their financial goals.
Scott began his career as a CPA with Coopers & Lybrand before discovering his passion for forward-looking financial planning. In 2005, he established a personal financial advisory practice within MassMutual Greater Philadelphia, and in 2017 co-founded Broad Street Financial alongside Andy, Zack, and Ken.
He specializes in holistic financial planning — helping clients grow wealth tax-efficiently, protect their loved ones, and build secure retirements. Scott also addresses income protection needs such as disability and long-term care planning.
"Everything starts with a conversation," says Scott. "Financial decisions are highly personal and only work when you achieve a customized fit for your needs."
Scott holds a Master of Science in Financial Services (MSFS) from Saint Joseph's University and earned both the ChFC® and CLU® designations, as well as the Certified Family Business Specialist (MM proprietary designation). He is a graduate of Tulane University.
Scott lives in Center City, Philadelphia with his wife Jennifer, son Jose, and their cat Jinxy. Outside the office, he enjoys cooking, traveling, pickleball, and cheering — often painfully — for Philadelphia sports teams.
