Scott is one of only 70 instructors in the country selected for the MetLife Retirewise financial education and wellness program. He has earned the professional designations of CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant®, and Chartered Life Underwriter®. He enjoys keeping his knowledge current and expanding it with continuing education and additional certifications.
One of Scott’s greatest skills is his ability to actively listen and deliver individualized client-centric solutions. Clients see their specific financial plan and cash flow in one place and watch how various changes help them reach their goals faster. Clients sometimes begin their first meeting with Scott feeling uncertain and worried about the future. Watching them become confident and knowledgeable fuels Scott’s passion for his work.
This work often involves resolving complex financial scenarios that can accompany owning properties in different states, running or selling a business, and participating in multi-generational planning. Through his understanding of these complexities, Scott delivers not just a plan, but a strategy to maximize and retain his clients’ wealth.
Scott is atypical because of his background. Prior to becoming a financial planner, he worked first in the banking and loan industry, then in the insurance industry, and finally as a real estate economist. He also owned a tax planning business for five years. He has deep comprehension in each of these areas and applies his knowledge with his financial planning experience.
- Retirement planning – WHEN can I retire, HOW MUCH money do I need to maintain my lifestyle, and WHERE should I draw funds to pay for expenses?
- Tax planning – Help me create a tax strategy to keep more of the money I make now and in the future. How do tax strategies improve diversification?
- Investment strategies – How and what should I invest in? How do I minimize or eliminate fees?
- Legacy planning – What should my estate plan look like so my wishes beyond my life are met?
Check out my bio on the Barnum Financial Group website!
CA Insurance License #0G89812
Scott is licensed and registered to offer products and services in WA. Licenses and registrations will vary.
Domiciled in WA.