Financial Advice That Makes the Complex Simple
Scott is a CERTIFIED FINANCIAL PLANNER™ 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, protect and pursue growth for his clients’ wealth.
Scott helps his clients live 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.
Best piece of financial advice received:
“Compound interest is the 8th wonder of the world. He who understands it, earns it; he who doesn’t, pays it.” – Albert Einstein
If you could meet anyone, past or present, it would be:
Martin Luther King Jr.
Ability to hit a golf ball 250 yards while standing on only 1 foot…FORE!
“A Prayer for Owen Meany” by John Irving
“Rudy” and/or “Hoosiers”
Favorite TV show:
Place you’d most like to visit:
Fiji to volunteer, planting restorative ocean coral gardens
The good fortune of having two pretty dang good sons who I’m very proud of, a loving wife who still lets me in the house, deep meaningful friendships with my family and an amazing group of close, longtime friends