Scott Anderson

Scott Anderson

Financial Advisor

Meet Your Advisor

Scott Anderson specializes in equity compensation financial planning, investment management, creative insurance and banking/lending solutions for employees and founders of both private and newly public companies.  Scott has built his business on understanding the complexities and nuances of equity compensation, and by implementing wealth management solutions around these instruments' substantial impact on the long-term wealth of his clients.  

Having worked with C-suite, EVP, SVP, VP, and Director-level clients for close to a decade, Scott is uniquely positioned to guide clients through the ever-changing investment landscape and equity compensation vehicles and structures. Working with Founders and Entrepreneurs, Scott is able to bring his vast knowledge and partnerships to the table to provide a “White Glove” advisory service to ensure that these clients’ short-term and long-term financial goals are achieved.  

Scott has a passion for working with clients in high-growth and dynamic industries of technology and entertainment, with specific knowledge working with clients in the SaaS, Platform and Security sectors of the technology industry and in the animation and film sectors of the entertainment industry.  

Ambitious individuals committed to producing financial flexibility now and in retirement work with me to find the creative solutions to co-design a wealth strategy plan for that future.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Toll-Free:

    (888) 614-3577

  • E-Mail:
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