Meet the NAPFA Spring 2025 National Conference Committee

The NAPFA Spring 2025 National Conference would not be possible without the hard work and dedication of our Conference Committee. Co-Chairs Scott Levin and Cynthia Meyer, have poured their expertise and passion into creating an event that embodies the values of the Fee-Only community.

With their leadership, the committee has shaped an engaging program designed to inspire, educate, and connect financial professionals across the country. Their vision and commitment ensure the conference will provide attendees with invaluable opportunities for learning and networking.

Thanks to Cynthia, Scott, and the entire committee, the NAPFA Spring 2025 National Conference is set to be an exceptional experience for all who attend.

Scott Levin, J.D., LL.M, MBA, CFP®, ChFC®, CAP®, MCEP®

Scott Levin is a Financial Advisor and Senior Estate Planning Specialist with Wescott and is responsible for the preparation and ongoing management of clients’ financial plans, annual financial updates, and charitable and estate planning reviews, recommendations, and implementation. Scott’s expertise focuses on multi-faceted, comprehensive charitable and estate planning, along with additional financial and retirement matters.

Prior to joining Wescott, Scott was a Wealth Planning Associate at Asset Planning Services, Ltd. (APS). He began his career in the financial services industry in 1997, following several years working in tax preparation, planning, and research with a CPA firm. He brings more than 20 years of personal financial planning and estate planning experience, both at the Federal and State level, to Wescott.

A graduate of The Pennsylvania State University, Scott earned his Bachelor of Science degree in Accounting. Afterward, he received a joint J.D. and MBA degree from Villanova University.

In addition to his J.D. and MBA degrees, Scott has earned an impressive number of professional certifications and designations. He is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Financial Consultant (ChFC®), and a Chartered Advisor in Philanthropy (CAP®). Most recently, Scott earned the Certified Estate Planner (CEP®) and Master Certified Estate Planner (MCEP®) designations from the NICEP, along with his LL.M. in Elder Law from Stetson University College of Law.

Cynthia Meyer, CFA, CFP®, ChFC®

Cynthia Meyer is a financial mentor, CERTIFIED FINANCIAL PLANNER™, CFA® Charterholder, real estate investor, and coach instructor. She is the founder of Real Life Planning and the co-founder of the Real Estate Financial Coach Course, Real Estate for Generations, and the You Unlimited coaching program. Meyer offers unbiased financial planning and learning resources to real estate investors and the financial planners who serve them. Prior to launching her own firm, Meyer worked at Financial Finesse, delivering unbiased financial wellness programs to employees from all walks of life.

As a member of the firm’s Financial Wellness Think Tank, she co-authored nationally recognized research on topics such as workforce financial stress, employee retirement preparedness, the ROI of workplace financial wellness programs, and the gender gap in financial wellness. She is a member of NAPFA and the XY Planning Network. Meyer lives in New Jersey with her husband and teenagers.