Scott believes that successful management of your finances today is the key to the lifestyle you and your family can enjoy tomorrow.
His core mission is to help the 5 Point Family of clients achieve financial security and peace of mind.
"I operate with three guiding principles:
First, I want to reduce the complexity of your financial decisions so you'll make informed decisions that will serve your best interests.
Second, I want you to enjoy the confidence in having someone on your team who truly understands the complexities that come with your situation, knows what to do to help you now, and in the future.
And finally, I want you to enjoy the convenience and simplicity of delegating your financial planning and wealth management to us. It's an opportunity to recapture the priceless gift of time for yourself, your family, and for your community aspirations."
For nearly 24 years, Scott has served individuals, families, business owners, and charitable organizations with their financial planning, risk and investment management needs.
In his free time, Scott and his wife Susun enjoy snow/water skiing, cycling, hiking, travel adventures, whole foods and wine collecting. They donate their time to helping the elderly maintain their independence and dignity in their homes, and to the Rivkin Center for Ovarian Cancer Research.
Scott’s son Adam is a 1st lieutenant in the US Marine Corps, stationed in Hawaii.
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
Visit Scott's Profile on LinkedIn:
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