Scott is the Managing Partner and Founder of 5 Point Financial Group, Inc. a financial planning and wealth management firm based in Bothell, Washington.
For over 25 years, Scott has served as a financial advisor to a select group of individual professionals and families, business owners and charitable organizations helping them “plan it forward”.
Using an engaging 5-point process, his firm creates, implements, and monitors customized financial plans emphasizing life goals and integrating income tax, investments, insurance analysis, cash flow, and estate planning.
Born and raised in Bellevue, Scott has a passion about thinking globally and acting locally. Not only is philanthropy and volunteering included in his discussions with his clients, but enjoys volunteering to help local “seasoned citizens” strengthen and extend their independence and dignity in their own homes.
In his free time, Scott and his wife Susun enjoy snow/water skiing, cycling, hiking, travel adventures, whole foods and wine collecting. Scott’s son Adam, is a Captain serving the United States Marine Corp.
CFP®, CERTIFIED FINANCIAL PLANNER professional
Securities licenses: Series 7, 24, 63, 65
Life/Health Insurance Underwriter
Registered representative with KMS Financial Services, Inc.
America’s Top Financial Planners, Consumers’ Research Council of America, annually since 2003*
* Selection criteria used through independent evaluation includes education, specialty training, continuing education, years in practice, certifications, and affiliations with professional associations. No fees, donations, sponsorships, or advertising are accepted from any individuals, professionals or corporations. This policy is strictly adhered to, ensuring an unbiased selection. For more information please visit: http://www.consumersresearchcncl.org/
Financial Planning Association, since 1999
East King County Estate Planning Council, since 2005
Greater Bothell Chamber of Commerce, since 2010
Check the background of this investment professional on FINRA's BrokerCheck
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What is currently playing on your phone?
Pandora Thumb Print Radio
What do you want to be when you grow up?
Philanthropic Adventurist | Photojournalist
What’s the #1 destination on your bucket list?
Cycling Vietnam - an REI Adventure Tour
Hometown: Bellevue, WA