Scott Burack

Scott Burack

Director, CPA, JD, CFP® · +1 (310) 826 4474
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Scott provides financial planning advice for clients throughout Southern California. Scott combines his accounting and law background to deliver comprehensive financial planning solutions for many of our clients.

  • Areas of concentration include individual, partnership, S corporation, non-profits, estate and trust taxation with an emphasis in working with individuals, their businesses and families 
  • Previous experience performing experiences for various entities including international corporations and high-net-worth individuals 
  • FINRA Series 7 General Securities Representative 
  • FINRA Series 66 Uniform Combined State Law 
  • Life-only, Accident and Health Insurance, Variable Contracts Agent in California (License No.: 0C67987) 
  • American Institute of Certified Public Accountants (AICPA) 
  • California State Bar Association 

Location

California

Education

Juris Doctor 
Loyola Law School (Los Angeles, California) 

 

Bachelor of Arts in business economics 
University of California, Santa Barbara