Scott Stanley, Cfp® Email and Phone Number
Scott Stanley, Cfp® work email
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Scott Stanley, Cfp® personal email
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Scott Stanley, Cfp® phone numbers
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.
Pharos Wealth Management
View- Website:
- pharoswealth.com
- Employees:
- 1
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Founder And Wealth AdvisorPharos Wealth ManagementCalifornia, United States
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Founder / Wealth AdvisorPharos Wealth Management Jul 2016 - Present352 Ignacio Blvd. Novato, Ca 94949At 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 advise for your retirement.Here are some of the responsibilities I have:• 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)• Ongoing economic research• Write and publish industry related articles and essays - Topics include retirement planning, estate planning, real estate investments, economic updates, wealth management, investment strategies, etc. • Attend industry meetings• Oversee various marketing campaigns • Appear as a speaker during public and private events
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Wealth Advisor, Financial Planner And Investment StrategistValley Oak Wealth Management Dec 2011 - Jul 2016Novato, CaAt 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. Working with Valley Oak Wealth Management was an honor and a great opportunity. I am honored to have been a part of the team. -
Systems ManagerContractor Manager, Inc. Dec 2007 - Jan 2012As 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.
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Portfolio Analysis TeamAmeriprise Financial Sep 2010 - Jun 2011I 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. -
Financial ManagerBandettini Construction Jun 2006 - Jan 2011My 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.
Scott Stanley, Cfp® Skills
Scott Stanley, Cfp® Education Details
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Corporate Finance -
Palo Alto High School
Frequently Asked Questions about Scott Stanley, Cfp®
What company does Scott Stanley, Cfp® work for?
Scott Stanley, Cfp® works for Pharos Wealth Management
What is Scott Stanley, Cfp®'s role at the current company?
Scott Stanley, Cfp®'s current role is Founder and Wealth Advisor.
What is Scott Stanley, Cfp®'s email address?
Scott Stanley, Cfp®'s email address is a_****@****aol.com
What is Scott Stanley, Cfp®'s direct phone number?
Scott Stanley, Cfp®'s direct phone number is +165026*****
What schools did Scott Stanley, Cfp® attend?
Scott Stanley, Cfp® attended San Francisco State University, Lam Family College Of Business, Palo Alto High School.
What skills is Scott Stanley, Cfp® known for?
Scott Stanley, Cfp® has skills like Investments, Portfolio Management, Financial Analysis, Wealth Management, Retirement Planning, Alternative Investments, Strategic Financial Planning, Valuation, Investment Strategies, Trading, Managerial Finance, Asset Managment.
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