Scott Thomas has over 25 years of experience as an advisor cultivating relationships and assisting investors in creating and reaching their goals. Scott has a Bachelor of Science Degree in Business and holds Series 7, 63, 66 ((IA) Investment Advisor), and insurance license, CA Insurance License # 0D29963.
Scott believes that everyone needs a strategy. Working as an independent advisor has given him the ability to focus on the needs of his clients. After years in the business, he has found that having a plan is the foundation for success and gives clients the purpose, clarity, and reason for what they are doing. Scott uses a retirement strategy called Advance Time Segmentation®. He has found that the Advance Time Segmentation® strategy with its stated goals and objectives can be the catalyst that helps clients stay on track and pursue those goals.
In his spare time, Scott is an avid mountain biker and road cyclist and has also traveled the world white water kayaking. In his spare time, he volunteers for charitable organizations and community events. Health and fitness are an essential part of his life. What he enjoys most is spending time with his two daughters Ella, Mia, and wife Summer.