Principal | Financial Advisor
CurrentOur mission is to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation.
Mar 2021 - Present
AeroLeads people directory · profile
Scott Gordon, Aif® Email & Phone Number
Principal | Financial Advisor at CAPTRUST
at
CAPTRUST
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Principal | Financial Advisor at CAPTRUST
Location
Folsom, California, United States
Company size
Who is Scott Gordon, Aif®? Overview
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Quick answer
Scott Gordon, Aif® is listed as Principal | Financial Advisor at CAPTRUST at CAPTRUST, a company with 621 employees, based in Folsom, California, United States. AeroLeads shows a matched LinkedIn profile for Scott Gordon, Aif®.
Scott Gordon, Aif® previously worked as Principal | Financial Advisor at Captrust and Partner / Wealth Management Advisor at Pacific Investment Consultants. Scott Gordon, Aif® holds Bachelor Of Arts In Business Economics With A Certificate In Accounting, Business Economics / Accounting from University Of California, Santa Barbara.
Company email context
Email format at CAPTRUST
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CAPTRUST
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Profile bio
About Scott Gordon, Aif®
With over 25 years of experience in business and investment planning, I understand each client has unique needs and circumstances. I provide an objective and unbiased viewpoint to help them achieve their financial goals. Our team mission is to enrich the lives of our clients, colleagues and communities through sound investment advice, integrity, and a commitment to service beyond expectations.I was awarded the Accredited Investment Fiduciary (AIF®) Certificate, and the Institutional Plan Fiduciary Consultant designation, and am part of a prestigious network of professionals dedicated to advancing fiduciary responsibilities.Additionally, I am passionate about serving my community and am currently a member of the Sutter Medical Center Foundation Board of Trustees.This information is intended for use only by residents of CA, AK, AZ, CO, DE, FL, HI, IA, ID, IL, IN, KY, MD, MI, MO, MT, NC, NJ, NM, NV, OR, PA, SD, TX, UT, VA, WA, and WY. CA Insurance License number #0B07730. Resident State CA.Opinions and comments expressed by LinkedIn Members are those of the persons who submitted them and do not necessarily represent the views of the creator of this profile or their firm.
Current workplace
Scott Gordon, Aif®'s current company
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Captrust
5 roles
Scott Gordon, Aif® work experience
A career timeline built from the work history available for this profile.
Partner / Wealth Management Advisor
Jan 2004 - Mar 2021
Senior Financial Advisor
London Pacific
Sep 1994 - Dec 2003
Senior Financial Advisor
Ids / American Express Financial Advisor
Mar 1992 - Aug 1994
Senior Accountant
Hansen Kushner And Company Cpa'S
Member of California Society of Certified Public AccountantsMember of American Institute of Certified Public Accountants
Aug 1988 - Mar 1992
Team & coworkers
Colleagues at CAPTRUST
Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →
HM
Heather Magnison
Colleague at Captrust
Minneapolis, Minnesota, United States, United States
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VM
Vicki Markham
Colleague at Captrust
Brentwood, Tennessee, United States, United States
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MB
Marcy Barnett, Cpa
Colleague at Captrust
San Antonio, Texas, United States, United States
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MM
Michelle Marchionni
Colleague at Captrust
Medway, Massachusetts, United States, United States
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JH
Jennifer Hilmes
Colleague at Captrust
Raleigh, North Carolina, United States, United States
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NM
Nicholas Mellone, Cfp®, Caia
Colleague at Captrust
United States, United States
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TB
Tiffany Butler
Colleague at Captrust
Charlotte, North Carolina, United States, United States
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RJ
Ryan Jantzen
Colleague at Captrust
Folsom, California, United States, United States
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MG
Michael Genovese
Colleague at Captrust
Sacramento, California, United States, United States
View →
JH
Jason Hall
Colleague at Captrust
Charlotte Metro, United States
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Heather Magnison
Colleague at Captrust
Minneapolis, Minnesota, United States, United States
View →
VM
Vicki Markham
Colleague at Captrust
Brentwood, Tennessee, United States, United States
View →
MB
Marcy Barnett, Cpa
Colleague at Captrust
San Antonio, Texas, United States, United States
View →
MM
Michelle Marchionni
Colleague at Captrust
Medway, Massachusetts, United States, United States
View →
JH
Jennifer Hilmes
Colleague at Captrust
Raleigh, North Carolina, United States, United States
View →
NM
Nicholas Mellone, Cfp®, Caia
Colleague at Captrust
United States, United States
View →
TB
Tiffany Butler
Colleague at Captrust
Charlotte, North Carolina, United States, United States
View →
RJ
Ryan Jantzen
Colleague at Captrust
Folsom, California, United States, United States
View →
MG
Michael Genovese
Colleague at Captrust
Sacramento, California, United States, United States
View →
JH
Jason Hall
Colleague at Captrust
Charlotte Metro, United States
View →
1 education record
Scott Gordon, Aif® education
FAQ
Frequently asked questions about Scott Gordon, Aif®
Quick answers generated from the profile data available on this page.
What company does Scott Gordon, Aif® work for?
Scott Gordon, Aif® works for CAPTRUST.
What is Scott Gordon, Aif®'s role at CAPTRUST?
Scott Gordon, Aif® is listed as Principal | Financial Advisor at CAPTRUST at CAPTRUST.
Where is Scott Gordon, Aif® based?
Scott Gordon, Aif® is based in Folsom, California, United States while working with CAPTRUST.
What companies has Scott Gordon, Aif® worked for?
Scott Gordon, Aif® has worked for Captrust, Pacific Investment Consultants, London Pacific, Ids / American Express Financial Advisor, and Hansen Kushner And Company Cpa'S.
Who are Scott Gordon, Aif®'s colleagues at CAPTRUST?
Scott Gordon, Aif®'s colleagues at CAPTRUST include Heather Magnison, Vicki Markham, Marcy Barnett, Cpa, Michelle Marchionni, and Jennifer Hilmes.
How can I contact Scott Gordon, Aif®?
You can use AeroLeads to view verified contact signals for Scott Gordon, Aif® at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Scott Gordon, Aif® attend?
Scott Gordon, Aif® holds Bachelor Of Arts In Business Economics With A Certificate In Accounting, Business Economics / Accounting from University Of California, Santa Barbara.
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