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Scott Stanley, Cfp® Email & Phone Number
Founder and Wealth Advisor
at
Pharos Wealth Management
1 work email found
@pharoswealth.com
2 phones found area 650 and 915
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Wealth Advisor
Location
San Francisco Bay Area, United States, United States
Company size
Who is Scott Stanley, Cfp®? Overview
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Quick answer
Scott Stanley, Cfp® is listed as Founder and Wealth Advisor at Pharos Wealth Management, a company with 1 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at pharoswealth.com, phone signal with area code 650, 915, and a matched LinkedIn profile for Scott Stanley, Cfp®.
Scott Stanley, Cfp® previously worked as Founder / Wealth Advisor at Pharos Wealth Management and Wealth Advisor, Financial Planner and Investment Strategist at Valley Oak Wealth Management. Scott Stanley, Cfp® holds Bs, Corporate Finance from San Francisco State University, Lam Family College Of Business.
Company email context
Email format at Pharos Wealth Management
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{first}@pharoswealth.com
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AeroLeads found 1 current-domain work email signal for Scott Stanley, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Scott Stanley, Cfp®
As a CERTIFIED FINANCIAL PLANNER™ professional and Founder of Pharos Wealth Management, I am dedicated to helping people pursue their investment and retirement goals. Effective retirement planning and wealth management involves developing a responsible, custom investment process tailored to each individual. Pharos Wealth Management's investment process employs a strategy that has been perfected by using leading economic market research. Our drive is a fiduciary focus in helping our clients clients build and preserve their assets.It is my goal to work with people who value their own financial success. I genuinely enjoy meeting with anyone seeking guidance in their financial life.I am a CFP® certificant, I hold the Series 7 and Series 66 registrations through LPL Financial and I am licensed as a Resident Insurance Producer (Life, Accident & Health) . I've chosen to partner with LPL Financial which has helped me strengthen and elevate the services I provide to help guide you toward your financial goals. As the nation’s largest independent broker/dealer, an RIA custodian, and leading provider of third-party brokerage services to banks andcredit unions, LPL Financial backs me with an enormous catalog of services and resources, such as: independent market research, Compliance oversight, Innovative technology, Ongoing practice consulting, and training.__________________________________________________________________________________• Securities offered through LPL Financial. Member FINRA/SIPC.• For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Investments, Portfolio Management, Financial Analysis, Wealth Management, and 22 others.
Current workplace
Scott Stanley, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Pharos Wealth Management
6 roles
Scott Stanley, Cfp® work experience
A career timeline built from the work history available for this profile.
Founder / Wealth Advisor
Current- At Pharos Wealth Management in Novato, CA, I help individuals manage their wealth so they can pursue their goals of financial success. As a wealth advisor and financial planner, I work passionately to listen, plan and.
- Act as CEO/Owner and fulfill the respective managerial duties
- Act in a wealth advisory, financial planning, analyst capacity
- Create and monitor investment models using Mutual Funds, ETF’s, individual stocks andalternative investments
- Develop and implement the screening process for individual stocks, bonds and ETF’s to include in models
- Conducting all firm trading (includes building and maintaining the firm’s trading program)
Jul 2016 - Present
Wealth Advisor, Financial Planner And Investment Strategist
At Valley Oak Wealth Management I was a Wealth Advisor and led a rewarding tenure with a great team. I was responsible for a broad variety of responsibilities while my main focus was advising individuals on their personal financial situations. Portfolio Management was a large part of properly planning the future of my clients retirement and estate plans..
Dec 2011 - Jul 2016
Systems Manager
Contractor Manager, Inc.
As an Operational Systems and Account Manager I attained a new level of complexity, problem solving, and creativity. My responsibilities included financial management and marketing for a high profile client list, client relations, bookkeeping, and office management. Contractor Manager provided an intense and high-pressure environment.
Dec 2007 - Jan 2012
Portfolio Analysis Team
I worked on the portfolio analysis team and analyzed investment portfolios. I recommended trades and securities allocation based on fundamental economic environments. This position exposed me to the fast paced financial environment that gives me experience and insight into the complex business of investment and portfolio management.
Sep 2010 - Jun 2011
Financial Manager
Bandettini Construction
My responsibilities in this part time position included: creating fiscal budgets, direct financial investments (stocks, bonds, etc.), and control of day-to-day financial operations. This position helped strengthen my ability to successfully manage company funds and to use my discretion to make decisions that affect company success.
Jun 2006 - Jan 2011
2 education records
Scott Stanley, Cfp® education
Bs, Corporate Finance
Education record
Palo Alto High School
FAQ
Frequently asked questions about Scott Stanley, Cfp®
Quick answers generated from the profile data available on this page.
What company does Scott Stanley, Cfp® work for?
Scott Stanley, Cfp® works for Pharos Wealth Management.
What is Scott Stanley, Cfp®'s role at Pharos Wealth Management?
Scott Stanley, Cfp® is listed as Founder and Wealth Advisor at Pharos Wealth Management.
What is Scott Stanley, Cfp®'s email address?
AeroLeads has found 1 work email signal at @pharoswealth.com for Scott Stanley, Cfp® at Pharos Wealth Management.
What is Scott Stanley, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 650, 915 for Scott Stanley, Cfp® at Pharos Wealth Management.
Where is Scott Stanley, Cfp® based?
Scott Stanley, Cfp® is based in San Francisco Bay Area, United States, United States while working with Pharos Wealth Management.
What companies has Scott Stanley, Cfp® worked for?
Scott Stanley, Cfp® has worked for Pharos Wealth Management, Valley Oak Wealth Management, Contractor Manager, Inc., Ameriprise Financial, and Bandettini Construction.
How can I contact Scott Stanley, Cfp®?
You can use AeroLeads to view verified contact signals for Scott Stanley, Cfp® at Pharos Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Scott Stanley, Cfp® attend?
Scott Stanley, Cfp® holds Bs, Corporate Finance from San Francisco State University, Lam Family College Of Business.
What skills is Scott Stanley, Cfp® known for?
Scott Stanley, Cfp® is listed with skills including Investments, Portfolio Management, Financial Analysis, Wealth Management, Retirement Planning, Alternative Investments, Strategic Financial Planning, and Valuation.
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