Broker Check
 
Scott Livingston, CFP

Scott Livingston, CFP

President | Registered Securities Principal

If you want to fast, go alone. If you want to go far, go together. ~African Proverb

Scott is the President and Registered Principal at 5 POINT Financial Group, Inc., a financial planning and wealth management firm based in Bothell, Washington.

For over 27 years, Scott has served as a CFO and trusted advisor to a select group of individual professionals and families, business owners. Scott helps them improve their financial condition.

Using an engaging 5-POINT mapping process, his firm creates, implements, and monitors customized financial plans emphasizing life goals that integrate investment management, income tax, insurance, cash flow, and legacy planning.

Born and raised in Bellevue, Scott has a passion for thinking globally and acting locally. Not only is philanthropy and volunteering included in his discussions with his clients, he also 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.

Designations/Licenses

CFP®, CERTIFIED FINANCIAL PLANNER professional
Securities licenses: Series 7, 24, 63, 65
Life/Health Insurance Underwriter

*Scott Livingston is a Registered Principal offering securities and advisory services through United Planners Financial Services, Member FINRA, SIPC.  5 POINT Financial and United Planners are not affiliated.

 

Affiliations
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


 

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: Seattle, WA