Broker Check

OUR TEAM


OUR COMMITMENT TO OUR CLIENTS


At 5 POINT, we are committed to helping our clients live with purpose and meaning. This sense of living life intentionally is entrenched in our objective to make a positive impact for our clients, families, and their communities. As your fiduciary, we are committed to providing straightforward advice, be transparent in our fees, and responsive in our service. We engage in the relentless pursuit of putting you first in everything we do.

Scott Livingston, CFP

President | Founder

(425) 519-3666

scott@5pointfinancial.com

Scott Livingston is the Managing Partner and Founder of 5 POINT Financial Group, Inc. a financial planning and wealth management firm based in Bellevue, Washington. 

For over 27 years, Scott has guided the firm’s long-term strategy and is a CERTIFIED FINANCIAL PLANNER™ professional. Scott is passionate about educating individuals on how to become smarter investors. Rather than just being another “financial advisor,” Scott describes his primary role as that of a trusted “Personal Financial Advocate” who weighs the impact of each financial decision within the unique context of each client’s overall financial plan.

He works with clients to prepare customized financial plans based on their unique needs, resources and goals. He helps them implement the plan with practical strategies, in order to navigate the complexities of their financial lives, building on strengths and addressing weaknesses. He provides ongoing monitoring and revising to meet their goals as well as their lifestyle.

A native to the Pacific Northwest, Scott's personal interests include spending time outdoors water skiing, snow skiing and traveling the world with his wife Susun.

Susun Livingston, MBA

Business Manager

425-519-3666

susun@5pointfinancial.com

Susun Livingston is Business Manager at 5 POINT Financial Group, Inc. With over 17 years experience with Microsoft and multiple other high-tech companies, Susun has always had an interest in financial planning and decided to join the firm in 2019. Her primary responsibilities include project management, client services, and business operations.

Susun is passionate about exceeding clients’ expectations and works diligently to coordinate all areas of the firms clients’ financial lives. When not helping clients and trying to keep up with Scott, Susun enjoys traveling, exploring the natural beauty of the Pacific Northwest both in the sun and on the snow.