Scott Stauffer, Cfp®, Aif® Email and Phone Number
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YOU want to be on track, in control and achieving what matters. Anyone can make improvements through education and discipline. Without these, progress is difficult to achieve. Whether your goal is weight loss, self-improvement or financial security, the value of a teacher or coach is invaluable to assess your current proficiency and then develop a plan to enhance the specific skills that need improvement. And finally, the role of a mentor is in guiding execution, adapting as necessary and doing what it takes to achieve desired outcomes.I founded BetterWealth on these premises. I am a teacher, coach and mentor to my clients and even to people who don’t become clients but who I can help point in the right direction. YOU want to be on track, in control and achieving what matters. I can help.
Betterwealth Us
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PrincipalBetterwealth Us Jul 2015 - PresentSan Jose, Ca, UsAn independent wealth advisory firm with purpose and discipline. We enlighten our clients through education and transparent advisory. We collaborate on building, implementing and sticking to your financial plan. We oversee sound and telling financial discipline for long-term results.
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Managing Partner, Wealth Advisor, Financial PlannerWealth Design Oct 2012 - Jun 2015Campbell, Ca, UsFormer partner at Wealth Design LLC, an independent investment management and financial planning firm. -
Financial Advisor, CfpEdward Jones Dec 2001 - Oct 2012St. Louis, Mo, UsBefore joining Wealth Design, Scott worked at Edward Jones and managed the Cupertino branch office. He was selected as a limited partner within the national firm and held a prestigious national ranking for performance and customer service. As a financial planner and advisor, he grew his practice to be among the top 3% of this national firm before he moved on to start an independent practice. -
Coro Fellows Program Director, St. Louis And San FranciscoCoro Foundation Sep 1993 - Jun 1999Before he became a financial planner and educator, Scott's career focused on training leaders and senior managers in the private, public and non-profit sectors. Coro develops diverse individuals, spanning the career and educational spectrum, to become innovative leaders. For over 70 years, Coro has developed a pipeline of leaders who work across party lines, sectors, and boundaries to improve our world at a local, regional, national, and international level. Today, thousands of Coro leaders are making an ethical, effective impact in business, nonprofit/philanthropy, government, labor, education, and politics.
Scott Stauffer, Cfp®, Aif® Skills
Scott Stauffer, Cfp®, Aif® Education Details
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University Of California, Davis - Graduate School Of ManagementMba -
Grinnell CollegeGeneral Science With An Emphasis In Biology
Frequently Asked Questions about Scott Stauffer, Cfp®, Aif®
What company does Scott Stauffer, Cfp®, Aif® work for?
Scott Stauffer, Cfp®, Aif® works for Betterwealth Us
What is Scott Stauffer, Cfp®, Aif®'s role at the current company?
Scott Stauffer, Cfp®, Aif®'s current role is Financial Coach/Mentor/Teacher aptly named Financial Advisor | Silicon Valley, CA.
What is Scott Stauffer, Cfp®, Aif®'s email address?
Scott Stauffer, Cfp®, Aif®'s email address is sc****@****nes.com
What is Scott Stauffer, Cfp®, Aif®'s direct phone number?
Scott Stauffer, Cfp®, Aif®'s direct phone number is +140898*****
What schools did Scott Stauffer, Cfp®, Aif® attend?
Scott Stauffer, Cfp®, Aif® attended University Of California, Davis - Graduate School Of Management, Grinnell College.
What are some of Scott Stauffer, Cfp®, Aif®'s interests?
Scott Stauffer, Cfp®, Aif® has interest in Football, Casinos, Aerobics, Grandkids, Exercise, Sweepstakes, Home Improvement, Reading, Gourmet Cooking, Sports.
What skills is Scott Stauffer, Cfp®, Aif® known for?
Scott Stauffer, Cfp®, Aif® has skills like Estate Planning, Public Speaking, Retirement Savings, Wealth Preservation Planning, Qualified Retirement, Retirement Planning, Retirement Benefits, Investments, Wealth Preservation, 401k, Retirement Plan Consulting, Wealth Management.
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