Scott Swanson, CFP®

Financial Advisor
Scott Swanson

My Story

During the summer of 2010, my phone rang at work. I needed to come home right away. My Dad had been in a plane crash that afternoon.

My dad was a private pilot by hobby and it wasn’t uncommon to be out on a weekday for a flight. He had worked incredibly hard his whole life to own his business and provide a better life for his family but also buy “toys” as he referred to them, like his beloved Cessna 172M.

The details were fuzzy of what lead to losing my dad that day, but one thing was clear right away. Things for my mom were going to change drastically. My dad had always been the keeper of records, mostly in his head. Life insurance policies that paid our family business, missing beneficiaries, accounts at numerous locations with no logins or account numbers, outdated wills, and a general lack of anything being organized led to a crash course in planning I didn’t know I needed, or wanted.

Over the next few months, we pieced together our family’s finances, built a structure for my mom and untangled the maze. I knew from that point forward though, it felt great helping. I’ve been enjoying doing the same for family, friends, and clients since.

How I’m expanding what’s possible with money

I’m lucky to work close by so we’ve downsized to one car and try to walk, scooter, ride-share or take public transit whenever possible.

Outside of work, my passions include

Traveling as much as we can (generally over-analyzing spreadsheets and credit card points), spending time in our Venice neighborhood, trying new restaurants, and keeping up with technology.

Follow Scott Swanson

Simplify your life with a plan that connects your money to what matters most.

Simplify your life with a plan

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.