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Scott Stauffer, Cfp®, Aif® Email & Phone Number

Financial Coach/Mentor/Teacher aptly named Financial Advisor | Silicon Valley, CA at BetterWealth US
Location: San Francisco Bay Area, United States, United States 4 work roles 2 schools
2 work emails found @betterwealth.us 5 phones found area 408, 650, and 659 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 5 phones

Work email s****@betterwealth.us
Direct phone (408) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Coach/Mentor/Teacher aptly named Financial Advisor | Silicon Valley, CA
Location
San Francisco Bay Area, United States, United States

Who is Scott Stauffer, Cfp®, Aif®? Overview

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Quick answer

Scott Stauffer, Cfp®, Aif® is listed as Financial Coach/Mentor/Teacher aptly named Financial Advisor | Silicon Valley, CA at BetterWealth US, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at betterwealth.us, phone signal with area code 408, 650, 659, and a matched LinkedIn profile for Scott Stauffer, Cfp®, Aif®.

Scott Stauffer, Cfp®, Aif® previously worked as Principal at Betterwealth Us and Managing Partner, Wealth Advisor, Financial Planner at Wealth Design. Scott Stauffer, Cfp®, Aif® holds Mba from University Of California, Davis - Graduate School Of Management.

Company email context

Email format at BetterWealth US

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*@betterwealth.us
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AeroLeads found 2 current-domain work email signals for Scott Stauffer, Cfp®, Aif®. Compare company email patterns before reaching out.

Profile bio

About Scott Stauffer, Cfp®, Aif®

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.

Listed skills include Estate Planning, Public Speaking, Retirement Savings, Wealth Preservation Planning, and 20 others.

Current workplace

Scott Stauffer, Cfp®, Aif®'s current company

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BetterWealth US
Betterwealth Us
Financial Coach/Mentor/Teacher aptly named Financial Advisor | Silicon Valley, CA
AeroLeads page
4 roles

Scott Stauffer, Cfp®, Aif® work experience

A career timeline built from the work history available for this profile.

Principal

Current

San Jose, CA, US

An 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.

Jul 2015 - Present

Managing Partner, Wealth Advisor, Financial Planner

Campbell, CA, US

Former partner at Wealth Design LLC, an independent investment management and financial planning firm.

Oct 2012 - Jun 2015

Financial Advisor, Cfp

St. Louis, MO, US

Before 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.

Dec 2001 - Oct 2012

Coro Fellows Program Director, St. Louis And San Francisco

Before 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.

Sep 1993 - Jun 1999
2 education records

Scott Stauffer, Cfp®, Aif® education

Mba

University Of California, Davis - Graduate School Of Management

Bs And Teaching Credential, General Science With An Emphasis In Biology

Grinnell College
FAQ

Frequently asked questions about Scott Stauffer, Cfp®, Aif®

Quick answers generated from the profile data available on this page.

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 BetterWealth US?

Scott Stauffer, Cfp®, Aif® is listed as Financial Coach/Mentor/Teacher aptly named Financial Advisor | Silicon Valley, CA at BetterWealth US.

What is Scott Stauffer, Cfp®, Aif®'s email address?

AeroLeads has found 2 work email signals at @betterwealth.us for Scott Stauffer, Cfp®, Aif® at BetterWealth US.

What is Scott Stauffer, Cfp®, Aif®'s phone number?

AeroLeads has found 5 phone signal(s) with area code 408, 650, 659 for Scott Stauffer, Cfp®, Aif® at BetterWealth US.

Where is Scott Stauffer, Cfp®, Aif® based?

Scott Stauffer, Cfp®, Aif® is based in San Francisco Bay Area, United States, United States while working with BetterWealth US.

What companies has Scott Stauffer, Cfp®, Aif® worked for?

Scott Stauffer, Cfp®, Aif® has worked for Betterwealth Us, Wealth Design, Edward Jones, and Coro Foundation.

How can I contact Scott Stauffer, Cfp®, Aif®?

You can use AeroLeads to view verified contact signals for Scott Stauffer, Cfp®, Aif® at BetterWealth US, including work email, phone, and LinkedIn data when available.

What schools did Scott Stauffer, Cfp®, Aif® attend?

Scott Stauffer, Cfp®, Aif® holds Mba from University Of California, Davis - Graduate School Of Management.

What skills is Scott Stauffer, Cfp®, Aif® known for?

Scott Stauffer, Cfp®, Aif® is listed with skills including Estate Planning, Public Speaking, Retirement Savings, Wealth Preservation Planning, Qualified Retirement, Retirement Planning, Retirement Benefits, and Investments.

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