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Scott Swanson, CFP®

Chief Operating Officer, Partner, Advisor

My introduction to financial planning came from unfortunate circumstances. My dad was a private pilot by hobby and in the summer of 2010, we lost him in a plane crash. As a small business owner, and the primary source of income for my parents, it was immediately clear that my family needed to pull together the missing pieces of an incomplete financial picture and create a plan.

Through the process of untangling the maze and creating a plan that provided peace of mind for my mom, I realized this is the work I’m meant to do. And I’ve enjoyed doing it for family, friends, and clients ever since. I love to help others, and appreciate the relationships and mutual respect I’ve built along the way.

Experience & Qualifications

I’ve served as a financial advisor, partner, and managed technology initiatives within independent wealth management firms since 2015. Prior to the financial services industry, I spent nearly a decade managing nationwide sourcing and specification planning for the mobile industry. I have a degree in Mechanical Engineering from the University of California, Los Angeles (UCLA) and am a CERTIFIED FINANCIAL PLANNER™.

Outside of work

Traveling is a favorite pastime (as is building spreadsheets to ensure we’re getting the best possible value from our loyalty rewards and credit card points). My partner and I enjoy spending time in our Venice neighborhood with our rescue dog, Mika, and trying new restaurants. I also enjoy keeping up with the latest technology and being the world’s greatest Uncle.