Scott Bishop, Cpa/Pfs, Cfp® Email and Phone Number
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Scott Bishop, Cpa/Pfs, Cfp® personal email
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Scott co-founded Presidio Wealth Partners in 2023. He has worked in the financial services industry since 1995. Throughout his career, Scott has focused on customizing the financial planning process to identify specific estate, business succession, investment and retirement strategies for individual clients and their businesses. Presidio's team utilizes a very comprehensive and customized approach that helps to ensure that our clients' planning and investment opportunities are identified and correctly focused on now and into the future.Scott graduated from the University of Texas at Austin with a Bachelor of Business Administration in Accounting and received his Master of Business Administration from the University of St. Thomas. Currently, Scott is a CERTIFIED FINANCIAL PLANNER™ practitioner(CFP®) and a Certified Public Accountant (CPA). Over the years, Scott has conducted Continuing Education courses for Certified Public Accountants. In addition, Scott has both authored and has been interviewed for numerous articles in financial related publications and websites such as the Wall Street Journal, MarketWatch, CNBC, New York Times, Washington Post, Time, Investor’s Business Daily, Barron’s, USA Today, Money Magazine, Investopedia.com, Investment News, Kiplinger, WealthManagement.com, Financial Planning Magazine, The AICPA Tax Section, BankRate.com, the Houston Business Journal and the CPA Forum. For his writings and contributions, Scott was named in 2019 as a Top 100 Financial Advisor in America by Investopedia. Related to his retirement planning experience, Scott has also been a member of Ed Slott’s Master Elite IRA Advisor Group SM.Scott is also an Advisory Board Member and is a guest lecturer for the University of Texas McCombs School of Business Wealth Management Center. He has been active as a member of the American Institute of Certified Public Accountants (AICPA) where he holds the Personal Financial Specialist (PFS) accreditation. Locally, Scott has been on the Board of Directors of the Houston CPA Society and has been Chairman of the Personal Financial Planning Committee. As a thought leader in Financial Planning, Scott chairs the national Tax and Estate Planning Knowledge Circle for the Financial Planning Association (an association of CFP® certificants).Scott has been married for over 30 years to his wife Geri and they have two adult sons.For additional information and disclosures please visit: https://presidiowp.com/
Presidio Wealth Partners
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- Employees:
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Partner, Managing DirectorPresidio Wealth PartnersUnited States
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MemberEo Houston Chapter Jan 2024 - Present -
Partner, Managing DirectorPresidio Wealth Partners Jun 2023 - Present
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Advisory Board Member And Lecturer - Mccombs School Of Business Wealth Mangement Advisory BoardMccombs School Of Business, The University Of Texas At Austin Jan 2020 - PresentAustin, Tx, UsAs an advisory Board Member and Lecturer for the McCombs School of Business Wealth Mangement Program, we are driving a new curriculum for students to meet the growing demand for Wealth Management services, there is widespread agreement that the industry is fragmented and lacks a consensus view of the value proposition for Wealth Management services. Some also believe that the existing technology in financial planning software is woefully inadequate in light of the advances in medical technology and the associated lengthening life spans of U.S. individuals. Further, there is critical need for increased communication between academic researchers exploring Wealth Management solutions and the industry professionals using them. Thus, a platform to convene state-of the art academic research and the concerns of the Wealth Management industry could revolutionize the wealth management industry. -
Top 100 Financial Advisor For 2019Investopedia Aug 2019 - PresentNew York, Us -
Ed Slott’S Master Elite Ira AdvisorEd Slott And Company Jul 2017 - Oct 2024Rockville Centre, New York, Us -
Executive Director Of Wealth SolutionsAvidian Wealth Solutions Apr 2014 - Jun 2023Houston, Tx, UsAt Avidian Wealth Solutions Scott has focused on working with his clients to customize the financial planning process to identify specific estate, business succession, investment and retirement strategies for individual clients and their businesses. In providing these services, our Avidian team utilizes a very comprehensive and customized approach that helps to assure that our client’s planning and investment opportunities are identified and correctly addressed now and into the future. -
Radio Talk Show Host For The Money Hour On 950 Kprc Am - HoustonThe Money Hour (950Am Kprc Radio) Jan 2017 - Dec 2021The Money Hour, 950AM KPRC in Houson from 12pm to 1pm each week on Friday. We discuss all areas of Financial Planning including Retirement, Investment, Estate Business Succession, and Tax Planning.
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Forbes Finance Council ContributorForbes Finance Council Apr 2018 - Aug 2019Boston, Ma, UsForbes Finance Council is an invitation-only organization for senior-level finance executives. -
Director / Cfp® / CpaResearch Financial Strategies Jan 2013 - Apr 2014Rockville, Maryland, UsBefore joining STA Wealth in 2014, in January 2013, I launched a new office in Houston for Research Financial Strategies (RFS). RFS is an independent Washington DC area based RIA Firm focusing on tactical investment strategies with a goal of protecting and growing client wealth. -
Partner / Cfp® / CpaSound Financial Solutions, Lp May 1998 - Dec 2012Scott was a founding partner in Sound Financial Solutions, L.P., a firm that focuses on creating estate, business succession, investment and retirement solutions for individual clients and their businesses.
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Board MemberHouston Cpa Society 2007 - 2009
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Compliance/Sales ManagementCoastal Securities 1995 - 1998
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Sr. Accountant - Financial ReportingPetrocorp, Inc 1993 - 1995
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Sr. Accountant - Financial ReportingEnergy Development Corporation 1991 - 1993
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Cpa / AuditorArthur Andersen 1990 - 1991
Scott Bishop, Cpa/Pfs, Cfp® Skills
Scott Bishop, Cpa/Pfs, Cfp® Education Details
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University Of St. Thomas (Tx)Finance -
The University Of Texas At AustinAccounting
Frequently Asked Questions about Scott Bishop, Cpa/Pfs, Cfp®
What company does Scott Bishop, Cpa/Pfs, Cfp® work for?
Scott Bishop, Cpa/Pfs, Cfp® works for Presidio Wealth Partners
What is Scott Bishop, Cpa/Pfs, Cfp®'s role at the current company?
Scott Bishop, Cpa/Pfs, Cfp®'s current role is Partner, Managing Director.
What is Scott Bishop, Cpa/Pfs, Cfp®'s email address?
Scott Bishop, Cpa/Pfs, Cfp®'s email address is sa****@****-lp.com
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What schools did Scott Bishop, Cpa/Pfs, Cfp® attend?
Scott Bishop, Cpa/Pfs, Cfp® attended University Of St. Thomas (Tx), The University Of Texas At Austin.
What skills is Scott Bishop, Cpa/Pfs, Cfp® known for?
Scott Bishop, Cpa/Pfs, Cfp® has skills like Strategic Financial Planning, Retirement Planning, Investments, Estate Planning, Wealth Management, Investment Advisory, Retirement, Finance, Financial Planning, Financial Planners, Succession Planning, Portfolio Management.
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