Scott is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Partner/Senior Financial Planner of San Diego Wealth. Scott has been providing financial services to businesses and individuals in San Diego County since 1978 specializing in the 401k and qualified retirement plan field for area businesses. Scott holds a series 7, 24, 63, and 66 securities registrations, and is licensed in the State of California and numerous other states to transact life, health, disability, and variable insurance business.
He is a Registered Principal with SagePoint Financial, Inc. and a member of the San Diego Chapter of the Financial Planning Association. He earned his BA from the University of Hawaii at Hilo where he played basketball and volleyball. He later earned his teaching certificate from SDSU.
Scott is married and has three adult children and three grandchildren. He enjoys volunteer work with his church, plays on a travel softball team, and also enjoys skiing, golf, and whitewater rafting.