Meet Scott
Scott is a CERTIFIED FINANCIAL PLANNER® professional and wealth management industry professional with more than 32 years of experience. He deeply appreciates and values his client relationships, and works to improve the lives of his high net worth and ultra high net worth families, as well as his entrepreneur, business owner and executive clients nationwide. Scott delivers wealth management to his clients through planning, strategy and monitoring services and transparently implementing strategies that help clients optimize their priorities, goals, time and wealth.
At Carson Wealth, Scott is supported by a strong team of tenured professionals specializing in business exit planning, tax strategy, estate and trust planning, investment research and management, philanthropic strategies and client services – all working together to plan, manage, help protect and pursue growth for his clients’ wealth.
Scott helps his clients work toward the financial life they want and deserve by delivering highly personalized wealth management plans that empower them to pursue and accomplish their financial and life goals, while leaving the details to Scott and his team to manage.
Outside the office, you can find Scott spending quality time with his family. His wife, two sons, and family dogs fill his life with an abundance of joy. He is grateful for the amazing Marin County outdoors and enjoys hiking the epic trails on and around Mount Tamalpais, walking the beaches of Marin, backpacking with his long-time buddies, mountain biking, playing golf, reading, learning and listening to music.
Based in Mill Valley, Scott is an active participant in his community, contributing to local schools and charities dedicated to helping people and protecting the environment.
CA Insurance License #0B33954
Scott also offers advisory services through Cetera Advisor Networks LLC, a Registered Investment Advisor.
