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