​Scott is the founder and CEO of the Comprehensive Wealth Management Group. He has over 30 years of experience in the investment, insurance and financial services industries.* He is a Chartered Life Underwriter, a Chartered Financial Consultant, and a member of the Society of Financial Service Professionals. He is a registered representative and also a consultant to the Registered Investments Advisory firm, Sageview Advisory Group. Prior to developing a successful individual investment and insurance practice he established and grew the financial services division for one of Southern California's largest insurance agencies. In addition to acting as the financial advisor for many families in Orange County and throughout California, he also provides retirement plan design and consulting services to companies of various sizes. Scott lives in San Clemente with his wife Linda of 30 years and together they enjoy hiking, mountain biking, kayaking, skiing and snowshoeing. They are animal lovers and support several nonprofit organizations such as The Living Desert, Friends of the Desert Mountains, the Nature Conservancy, the Eastern Sierra Land Trust and the Mono Lake Committee.
*Registered Representative of and securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC