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Scott Stevens, CEPA™, CPFA®

Vice President, Financial Advisor

Scott Stevens, VP/Financial Advisor | California Wealth Transitions


Scott Stevens, VP/Financial Advisor | California Wealth Transitions

Having served my country as an Intelligence Specialist, I am driven by facts and the results of proven strategies. As a financial advisor, my mission is to formulate customized wealth plans that clients can understand and follow – the kind that deliver benefits they define as meaningful. While investment management is critical, I look everywhere for ways to enhance clients’ wealth and well-being.

Specializing in serving young families, successful business owners, entrepreneurs and sales professionals, as well as tech, biotech, medical device and pharmaceutical executives, I focus on helping clients get from Point A to Point B with the least amount of risk possible.

As such, I typically invest in a diverse range of stocks, bonds, mutual funds and alternative investments. I also favor lower cost assets to allow for more portfolio growth and focus on tax efficiencies throughout the year. I examine clients’ tax returns and tax situations (from investments and elsewhere), Social Security strategies, liabilities, insurance, and ways to increase savings. I also align my tax-minimization and estate planning strategies with those of clients’ CPAs and attorneys. In addition, I provide exit-planning strategies for business owners.

I hold the Certified Plan Fiduciary Advisor, CPFA® designation awarded by the National Association of Plan Advisors (NAPA) and the Certified Exit Planning Advisor (CEPA™) designation from the Exit Planning Institute.

When not working, I spend time with my incredible family – my wife, Kyle, our son, Palmer, and our active Vizala, named Albatross. Kyle and I played collegiate golf and enjoy getting a round in, or just being outdoors.