Ute Scott-Smith, Chfc, Cdfa
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Ute Scott-Smith, Chfc, Cdfa Email & Phone Number

Financial Advisor at Western International Securities at Western International Securities
Location: Sebastopol, California, United States 6 work roles 3 schools
2 work emails found @joinwestern.com 1 phone found area 707 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 1 phone

Work email u****@joinwestern.com
Direct phone (707) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Western International Securities
Role
Financial Advisor at Western International Securities
Location
Sebastopol, California, United States
Company size
227 employees

Who is Ute Scott-Smith, Chfc, Cdfa? Overview

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Quick answer

Ute Scott-Smith, Chfc, Cdfa is listed as Financial Advisor at Western International Securities at Western International Securities, a company with 227 employees, based in Sebastopol, California, United States. AeroLeads shows a work email signal at joinwestern.com, phone signal with area code 707, and a matched LinkedIn profile for Ute Scott-Smith, Chfc, Cdfa.

Ute Scott-Smith, Chfc, Cdfa previously worked as Financial Advisor at Western International Securities and Financial Advisor at The Social Equity Group. Ute Scott-Smith, Chfc, Cdfa holds Finance from Sonoma State University.

Company email context

Email format at Western International Securities

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*@joinwestern.com
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AeroLeads found 2 current-domain work email signals for Ute Scott-Smith, Chfc, Cdfa. Compare company email patterns before reaching out.

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Profile bio

About Ute Scott-Smith, Chfc, Cdfa

Expert financial advice not just for the wealthy!I provide investment management and guidance through financial transitions, such as retirement, retirement income taking, divorce, loss of a loved one, and inheritance. Our fee-only investment management allows you to invest according to your values with an emphasis on socially responsible investing.I guide clients through financial transitions to financial security:• Plan for retirement• Develop a sustainable retirement income strategy• Find an equitable asset split during divorce• Rebuild your financial future after divorce• Plan for a financially secure future after the loss of your loved one• Smartly make the most out of an inheritance or sudden financial windfall.As a fee based financial advisor, I do not rely on selling products or receiving commissions. Instead, I customize my investment advice to your specific needs, values, risk tolerance and time parameters. Long term relationships are my specialty... and I really listen and get to know my clients. Personal integrity and asset based compensation ensure that our interests are always well aligned.Specialties: -Socially responsible investing.-Guidance through Divorce to Financial Security

Listed skills include Retirement, Retirement Planning, Personal Financial Planning, Investments, and 17 others.

Current workplace

Ute Scott-Smith, Chfc, Cdfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Western International Securities
Western International Securities
Financial Advisor at Western International Securities
pasadena, california, united states
Website
joinwestern.com
Employees
227
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Company profile
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6 roles · 34 years

Ute Scott-Smith, Chfc, Cdfa work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
The Social Equity Group

Invested in a Better WorldI believe you can build a better world, one investment at a time...By aligning time-tested, wealth-building strategies with your deepest values and highest aspirations, together we can co-create a socially responsible investment portfolio that can help you secure a bright financial future, while simultaneously promoting social.

2003 - Present ~23 yrs 4 mos

Registered Representative

Financial West Group

You can trust Ute's expertise as a fee-based financial planner to:-Reposition your portfolio to match your deeply-felt values-Provide guidelines and timelines for retirement savings, college tuition, etc.-Assist you in saving money on taxes and preserving your estate for future generations-Create inflation-adjusted income streams guaranteed by A+ rated.

2003 - Aug 2017

Board Of Directors, Chaiman Audit Committee

Regan Holding Corp
1997 - Mar 2010

Senior Vice President

Regan Holding Corp
1992 - 1997 ~5 yrs
Team & coworkers

Colleagues at Western International Securities

Other employees you can reach at joinwestern.com. View company contacts for 227 employees →

RG Richard Gilliland, Cfp® Richard Gilliland, Cfp® Colleague at Western International Securities Newport Beach, California, United States, United States View → TI Toni Iannarelli Toni Iannarelli Colleague at Western International Securities Calabasas, California, United States, United States View → KM Kenneth Mcdonald Kenneth Mcdonald Colleague at Western International Securities Los Angeles Metropolitan Area, United States View → CB Chip Bachtell Chip Bachtell Colleague at Western International Securities Los Angeles County, California, United States, United States View → JD Janice Dayag Janice Dayag Colleague at Western International Securities San Jacinto, California, United States, United States View → AI Avi Isaac Ziv Avi Isaac Ziv Colleague at Western International Securities United States, United States View → SS Seiichi Shinomiya Seiichi Shinomiya Colleague at Western International Securities New York City Metropolitan Area, United States View → KR Kenneth R. Mcdonald Kenneth R. Mcdonald Colleague at Western International Securities Rancho Mirage, California, United States, United States View → CD Cathie D'Itri Cathie D'Itri Colleague at Western International Securities Mission Viejo, California, United States, United States View → TG Timothy Gandy Timothy Gandy Colleague at Western International Securities Los Angeles Metropolitan Area, United States View →
3 education records

Ute Scott-Smith, Chfc, Cdfa education

Diplom, Psychology

Universitaet Heidelberg

Education record

Ncmc
FAQ

Frequently asked questions about Ute Scott-Smith, Chfc, Cdfa

Quick answers generated from the profile data available on this page.

What company does Ute Scott-Smith, Chfc, Cdfa work for?

Ute Scott-Smith, Chfc, Cdfa works for Western International Securities.

What is Ute Scott-Smith, Chfc, Cdfa's role at Western International Securities?

Ute Scott-Smith, Chfc, Cdfa is listed as Financial Advisor at Western International Securities at Western International Securities.

What is Ute Scott-Smith, Chfc, Cdfa's email address?

AeroLeads has found 2 work email signals at @joinwestern.com for Ute Scott-Smith, Chfc, Cdfa at Western International Securities.

What is Ute Scott-Smith, Chfc, Cdfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 707 for Ute Scott-Smith, Chfc, Cdfa at Western International Securities.

Where is Ute Scott-Smith, Chfc, Cdfa based?

Ute Scott-Smith, Chfc, Cdfa is based in Sebastopol, California, United States while working with Western International Securities.

What companies has Ute Scott-Smith, Chfc, Cdfa worked for?

Ute Scott-Smith, Chfc, Cdfa has worked for Western International Securities, The Social Equity Group, Financial West Group, Regan Holding Corp, and Legacy Marketing Group.

Who are Ute Scott-Smith, Chfc, Cdfa's colleagues at Western International Securities?

Ute Scott-Smith, Chfc, Cdfa's colleagues at Western International Securities include Richard Gilliland, Cfp®, Toni Iannarelli, Kenneth Mcdonald, Chip Bachtell, and Janice Dayag.

How can I contact Ute Scott-Smith, Chfc, Cdfa?

You can use AeroLeads to view verified contact signals for Ute Scott-Smith, Chfc, Cdfa at Western International Securities, including work email, phone, and LinkedIn data when available.

What schools did Ute Scott-Smith, Chfc, Cdfa attend?

Ute Scott-Smith, Chfc, Cdfa holds Finance from Sonoma State University.

What skills is Ute Scott-Smith, Chfc, Cdfa known for?

Ute Scott-Smith, Chfc, Cdfa is listed with skills including Retirement, Retirement Planning, Personal Financial Planning, Investments, Strategic Financial Planning, Estate Planning, Financial Advisory, and Asset Allocation.

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