When Scott was 12 years old, his grandfather asked him if he preferred drinking Coca-Cola or Pepsi. Scott answered Coca-Cola. His grandfather went on to buy him a few shares of Coca-Cola stock to educate him on how the stock market worked, and the importance of saving and investing early on. This ignited his interest in financial literacy at an early age.
As a Senior Wealth Advisor, Scott is passionate and committed to the financial well-being of his clients. His areas of expertise are in helping families, business owners, executives with stock options, and pre/post retirees achieve their short, intermediate, and long term financial goals. His focus is to craft personalized financial road maps for his clients, guiding them step by step towards achieving their goals. He believes in consistent and frequent communication as one of the cornerstones to a successful relationship.
Scott graduated with honors from Sonoma State University with a degree in Finance and a minor in Economics. He was captain of the men’s tennis team, and recognized as the Outstanding Male Student-Athlete of the Year.
Beyond his professional endeavors, Scott actively engages with local business communities as a member of the Culver City ProVisors group’s Executive Committee and the Santa Monica chapter of Rotary International. Outside of work, he enjoys hiking, traveling, photography, and spending quality time with his family. Scott maintains a balanced lifestyle by participating in USTA tennis leagues throughout Southern California. He resides in West Los Angeles with his wife, Betsy.