D. Scott Foret

Partner
Senior Financial Advisor
CFP®, IACCP®, CEBS

D. Scott Foret

Partner
Senior Financial Advisor
CFP®, IACCP®, CEBS

Get to know Scott

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  Write a review 
 
 
 
   
 
 
      Posted on Google  
   Tom Morgan 
 141 days ago
 
 
 Trustindex verifies that the original source of the review is Google. We were recommended to Blue Chip through a work colleague, but also interviewed other investment firms before making our decision.  My wife and I definitely feel we made the right choice and have been clients at Blue Chip for about 4 years now.  Our advisor team of Scott & Cody turned out to be a great fit for us. They are always well prepared, professional, and our thoughts on financial goals and investment strategy are well aligned. Our meetings cover a lot of ground, are enjoyable, and we look forward to them.  Our experience with Blue Chip is that this organization has been built by an extremely professional group of people and we are very happy to be involved with them.
  
 
     Posted on Google  
   Michael Gertley 
 181 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Taking my first steps in financial planning with Blue Chip was one of the best decisions I've made. Scott and Julia were able to break down the complex financial concepts into simplified explanations to better my understanding. From walking in the front door, to understanding my overall financial goals, to creating a financial road map for success. Scott and Julie made the process smooth. Highly recommend pursuing Blue Chip for your financial needs!
  
 
     Posted on Google  
   Nancy Willis 
 396 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Blue Chip Partners provide excellent financial guidance. Not only are they very knowledgeable, they support their clients with professionalism and personal interest. I am so very grateful for the navigation from both Scott Foret and Tim Reaume. Each visit to their office is filled with knowledge and personalization. I can’t recommend this great company highly enough!!
  
 
     Posted on Google  
   Nancy Finazzo 
 492 days ago
 
 
 Trustindex verifies that the original source of the review is Google. My experience with Blue Chip Partners and Scott Foret has been outstanding. Scott and his team consistently go above and beyond, offering thoughtful guidance and personalized support. I highly recommend Scott and his team to anyone looking for a trustworthy and skilled financial advisory firm.
  
 
     Posted on Google  
   Joe Finkestine 
 612 days ago
 
 
 Trustindex verifies that the original source of the review is Google. We have been using Blue Chip financial planning for 3 years now and have had excellent service and communication. Today, my wife and I went through  tax planning for 2025 - We worked with Scott Foret on different scenarios for 2025 tax planning and he helped us through our plans for the first year of retirement (2025) The amount of withholding in particular was a big unknown for us and Scott helped directly by examining several scenarios. We now have a firm plan in place as to what accounts to withdraw from and how much to withhold for taxes - What a relief!
  
 
     Posted on Google  
   Laura Polando 
 658 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Every person on staff at Blue Chip Partners has a high level of the knowledge and skill required to perform their duties with excellence. They are models of professionalism and courtesy. It is clear that they truly enjoy their work and are dedicated to their clients. Scott Foret lisens carefully to our goals and presents a strategy for achieving them.
  
 
     Posted on Google  
   Kevin McGivern 
 880 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Pat and I were very impressed with our experience at Blue Chip Partners. David, Gina and Scott couldn't have been more helpful. I would highly recommend their services.
  
 
     Posted on Google  
   Mike Bedard 
 1352 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I work with Robert, Scott and Cody at Blue Chip Partners. I deeply appreciate their approach to investing taking a lower risk approach, however still rewarding, especially in these volatile times. I find they are very communicative and care about the little things which is much appreciated. I feel they prioritize my needs at all times and truly care. Highly recommended!
  
 
     Posted on Google  
   J Bourque 
 1353 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Dan, Scott and the BCP team are fantastic to work with.  They provide great insights into the market, take the time to understand what our goals are, and provide multiple options on how we can achieve those goals.  "A" players across the board.

* Disclaimer: The reviews displayed above were posted voluntarily by reviewers on Google. BCP has not edited, revised, or otherwise altered the content of the displayed reviews. Google Reviews that mention a specific BCP Advisor by name are displayed on each individual Advisor’s website profile page. Click here to visit BCP’s Google Review page, where you can find a full list of our Google Reviews. Reviewer status may vary and may include clients, former clients, prospective clients, or other persons. Depending on the reviewer’s relationship with Blue Chip Partners (BCP), a review may constitute a testimonial or endorsement under applicable investment adviser advertising rules. Blue Chip Partners does not provide any direct or indirect cash or non-cash compensation, discounts, gifts, or other incentives in exchange for any Google Reviews. Blue Chip Partners is not aware of any material conflicts of interest associated with the reviews provided through Google. The reviews reflect the personal opinions and experiences of the reviewers, which may not be representative of all client experiences and should not be construed as a guarantee of future performance, investment results, or similar outcomes. Past performance is not indicative of future results.

About Scott

Scott is a Partner and Senior Financial Advisor at Blue Chip Partners.

He is a CERTIFIED FINANCIAL PLANNER™ professional and is a holder of the right to use the Investment Advisor Certified Compliance Professional® (IACCP®) and Certified Employee Benefits Specialist (CEBS) designations.

Scott joined Blue Chip Partners in 2016. Scott began his career as an actuarial analyst where he served as a manager/director of outsourced benefits to several Fortune 100 corporations. In 2009, Scott transitioned to the financial services industry serving in multiple leadership capacities at two RIA firms. Scott was Blue Chip Partners’ Chief Operating Officer and Chief Compliance Officer before transitioning his COO role in 2021 to become a Senior Financial Advisor.

Scott graduated from the University of Michigan with a Bachelor of Science degree in Statistics and an MBA from the University of Otago in New Zealand, where he studied as a recipient of the Rotary Foundation Ambassadorial Scholarship.

Scott enjoys playing tennis, looking for volunteers to try his new BBQ recipes, and planning his family’s next vacation. Scott resides in Beverly Hills with his wife, Amy, and their three children.

What is the most impactful place you have visited and why?

New Zealand! A number of years ago, I had the privilege of living on the South Island. The people, the history, the flora and fauna, the night sky of the country were all amazing. The awe-inspiring natural beauty of the country reminds me that we live in an amazing world.

Do you have any skills or talents that most people don’t know about?

I like to consider myself a pretty good fly-fisherman. At one point, I even worked in a fly-fishing store and received some casting lessons from a master fly-fisherman. Over the years of raising a family, I have introduced my children to spin fishing (visualize bobbers and worms from the bank!). Recently, I have since graduated my older son to steelhead and walleye trips.

Sitting alone in a big field under the stars, what are you thinking about?

The vastness and magic of the universe and our place in it. Since I was a child, I have loved the night sky and the study of astronomy. To this day, I still encourage people to “look up!” to appreciate its beauty. I love to contemplate about how it was all created, what lies beyond our little marble on the edge of the Milky Way, and what God intended of us by being here in this place at this time in its history.