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 worked tirelessly to create an event that embodies the values of the Fee-Only community, ensuring an engaging, insightful, and rewarding experience for all attendees.
With their leadership, the committee has thoughtfully designed a program that will inspire, educate, and connect financial professionals from across the country. Alongside committee members Zack Hubbard and Amir Noor, they have curated an exceptional lineup of sessions and experiences tailored to the needs of today’s financial advisors.
A special thank you to Scott, Cynthia, Zack, and Amir for their hard work in making the NAPFA Spring 2025 National Conference an outstanding event.
Scott Levin, J.D., LL.M, MBA, CFP®, ChFC®, CAP®, MCEP®
CO-CHAIR
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, 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®
CO-CHAIR
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.
Zack Hubbard, CFP®
Zack Hubbard is the Director of Financial Planning at Sargent Investment Group, where he is dedicated to expanding access to Fee-Only financial advice for individuals and families at all stages of life. With a deep commitment to fiduciary planning, Zack ensures that clients receive objective, personalized guidance to help them make informed financial decisions.
Reflecting on his role as a financial advisor, Zack believes the best feeling in the world is “giving somebody permission to do something that they've always wanted to do, but never thought they could.”
With extensive experience in financial planning and wealth management, he's led teams focused on investment management, retirement planning, and financial education. He is passionate about making high-quality financial advice more accessible and helping clients take control of their financial futures.
A graduate of the University of Maryland, Zack holds a bachelor’s degree in finance with a minor in personal financial planning. When he’s not working with clients, he enjoys staying on top of industry trends and finding new ways to enhance the financial planning experience.
Amir Noor, CFP®, EA
Amir Noor is passionate about helping clients navigate their financial futures with confidence. As the Director of Financial Planning for United Financial Planning Group LLC, he specializes in Personal Financial Planning and Qualified Retirement Plans, with expertise in investment management, estate and trust planning, and business growth strategies for attorneys and physicians.
Amir began his career in financial services in 2007 in Huntington, NY, and has continually sought to expand his skill set to better serve his clients. His journey led him to embrace a fee-only, client-first approach, joining UFPG in 2021. He became a NAPFA member in 2022 and is dedicated to upholding the highest fiduciary standards in financial planning.
Beyond his professional expertise, Amir is always eager to learn something new—and he’s especially happy to swap knowledge over a great meal. If you have a restaurant recommendation, you’re already on your way to becoming fast friends!