About My Practice
Scott and his partner at Arista Wealth Management are fiduciary investment
managers for over $125 million in assets. Scott is a third generation
financial advisor who has been helping individuals and corporations financially plan and
successfully invest since 1999.
For 13 years Scott has advised
clients through complex financial planning issues related to divorce,
second marriages, accident and injury settlements, inheritance, death of
a loved one, retirement, corporate ownership, corporate employee
benefits, and corporate taxation.
Scott and his firm follow a
passive approach to investing by applying Nobel Prize winning investment
science to their investment strategies. He believes that active
investment strategies such as market timing, security selection, and
individual stock picking are speculative strategies that add costs and
and cause harm to investment performance over the long term.
Experience
Scott started his financial services career in 1993 as an Investment Banker
on Wall Street. In 1999 Scott joined Morgan Stanley as a financial
advisor. During his tenure at Morgan Stanley Scott built a thriving
wealth management practice and served as the Retirement Plan Branch
Coordinator in several Phoenix area Morgan Stanley offices. In 2008
Scott became an independent, fee only fiduciary advisor. “I
was tired of attending weekly sales meetings and being asked by my firm
to sell commissioned products which I knew were not in the best
interest of my clients. As a fee only advisor I can now provide
non--conflicted advice and my duty of loyalty is always to my client
and never to my firm.”
Scott
is a CERTIFIED FINANCIAL PLANNER (CFP®). To earn the CFP® designation
an advisor must have a minimum of 3 years financial planning experience,
complete a rigorous 12 month college graduate course of study in the
areas of Ethics, Insurance, Investments, Retirement Planning, Taxation,
and Estate Planning, and then pass a comprehensive 2--day exam. Only 2%
of advisors in the financial services industry have earned the CFP®
designation. In addition, Scott is both a Qualified Plan Financial
Consultant (QPFC) with the American Society of Pension Professionals and
Actuaries (ASPPA) and an Accredited Investment Fiduciary (AIF®).
Scott
specializes in qualified defined contribution and defined benefit
retirement plans for corporations of all sizes. He also helps business
owners implement tax minimization and wealth accumulations strategies
for their businesses and their families. Scott and his firm, Arista
Wealth Management, also specializes in wealth management accounts for
families, trusts, and individuals.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Insurance Licenses
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Qualified Plan Financial Consultant (QPFC)
How Planner Charges
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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4215 E McDowell Rd
Ste 115
Mesa
AZ
85215
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Select
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4215 E McDowell Rd
Ste 115
Mesa
AZ
85215
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Select
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4215 E McDowell Rd
Ste 115
Mesa
AZ
85215
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