AeroLeads people directory · profile
Scott Machen Email & Phone Number
Founder and Wealth Advisor
at
Machen Wealth Management
5 phones found
area 916 and 801
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Wealth Advisor
Location
Greater Sacramento, United States
Company size
Who is Scott Machen? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Scott Machen is listed as Founder and Wealth Advisor at Machen Wealth Management, a with 2 employees, based in Greater Sacramento, United States. AeroLeads shows phone signal with area code 916, 801 and a matched LinkedIn profile for Scott Machen.
Scott Machen previously worked as Founder & Wealth Advisor at Machen Wealth Management and Investment Advisor at Sutley Wertzer, Inc.. Scott Machen holds Bachelor Of Science, Finance, Risk Management & Insurance (Minor), Dean'S List 2002 from California State University-Sacramento.
Company email context
Email format at Machen Wealth Management
This section adds company-level context without repeating Scott Machen's masked contact details.
Machen Wealth Management
Review company-level records connected to Scott Machen before choosing the right outreach path.
Profile bio
About Scott Machen
As a Financial Advisor that specializes in helping Eldercare Facility Owners and Medical Professionals, I will help you navigate your personal finances, and customize a plan to save for retirement, pay off student loans, set up children’s college savings plans, sign up for Life Insurance, Long Term Care Insurance, implement group benefits, and so much more.Are You:• Frustrated by hours of work?• Want more wealth diversity than what your current financial plan offers?• Stressed about taxes?• Too busy to focus on the important aspects of your financial future?• Or never had the chance to find a trusted authority in the wealth diversification space? I’m proud to
Listed skills include Investments, Series 7, 401K, Financial Advisory, and 18 others.
Current workplace
Scott Machen's current company
Company context helps verify the profile and gives searchers a useful next step.
Machen Wealth Management
4 roles
Scott Machen work experience
A career timeline built from the work history available for this profile.
Founder & Wealth Advisor
Current
Machen Wealth Management
WHAT WE DO:You only get one chance to retire, so do it right. At Machen Wealth Management ourobjective is to take the unique pieces of your financial puzzle and put them into place.Through stewardship, not salesmanship……. we lead you through the process ofachieving a work-optional lifestyle.HOW WE DO IT:The Bridging FORMula is our proprietary process that guides your financial plan. Thisprocess integrates our seven pillars: Wealth Management, Risk Management, TaxPlanning, Estate Planning, Philanthropy, Cash Management, and our Value-AddedServicesWHAT WE PROMISE:✔ To build a long term, trustworthy working relationship that will provide you withconfidence ……. knowing your financial future is secure.✔ We will create a customized strategy unique to your life’s situation and modify theplan as your various stages of life unfold.WHAT MAKES US DIFFERENT:We know you, your professional industry, your family members, your individualcircumstances, your goals, your problems…… and we work with you to navigate theobstacles.We are a small financial office in Gold River, California that specializes in working withfamilies just like yours. Call us any time throughout the year and we will give youprompt, personalized service every time you need us. We are here for you!We have or specialized referrals for setting up your family’s Trust, preparing your taxes,and more.If you’re feeling uneasy about your financial future, or just need someone to bounceideas off of…… contact us to schedule a FIT meeting.✔ Want To Learn More?☏ (916) 526-2680✉ scott@machenwealth.comwww.machenwealth.com
Nov 2015 - Present
Investment Advisor
Sutley Wertzer, Inc.
Sutley Wertzer, Inc. provides educators and their families with the financial guidance and planning toward their retirement goals. As independent financial advisors, Scott and the Sutley Wertzer team understands that each client has unique needs and aspirations, therefore creating individual retirement plans to best fit them.
Jun 2009 - Nov 2015
Senior Consultant
Sierra Funding, Inc.
Apr 2007 - Sep 2008
4 education records
Scott Machen education
Bachelor Of Science, Finance, Risk Management & Insurance (Minor), Dean'S List 2002
California State University-Sacramento
Education record
American Institute For Foreign Study - London U.K.
Associate Of Arts (Aa)
American River College
Education record
Casa Roble Fundamental High School
FAQ
Frequently asked questions about Scott Machen
Quick answers generated from the profile data available on this page.
What company does Scott Machen work for?
Scott Machen works for Machen Wealth Management.
What is Scott Machen's role at Machen Wealth Management?
Scott Machen is listed as Founder and Wealth Advisor at Machen Wealth Management.
What is Scott Machen's phone number?
AeroLeads has found 5 phone signal(s) with area code 916, 801 for Scott Machen at Machen Wealth Management.
Where is Scott Machen based?
Scott Machen is based in Greater Sacramento, United States while working with Machen Wealth Management.
What companies has Scott Machen worked for?
Scott Machen has worked for Machen Wealth Management, Sutley Wertzer, Inc., and Sierra Funding, Inc..
How can I contact Scott Machen?
You can use AeroLeads to view verified contact signals for Scott Machen at Machen Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Scott Machen attend?
Scott Machen holds Bachelor Of Science, Finance, Risk Management & Insurance (Minor), Dean'S List 2002 from California State University-Sacramento.
What skills is Scott Machen known for?
Scott Machen is listed with skills including Investments, Series 7, 401K, Financial Advisory, Investment Advisory, Alternative Investments, Wealth Management, and General Securities Registered Representative.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Scott Machen you were looking for.
View similar profiles
