Scott Stauffer Email & Phone Number
Principal @ BetterWealth US
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Scott Stauffer Location
- California, United States
Scott Stauffer Work
- 2015 -now Principal @
- 2012 -2015 Managing Partner, Wealth Advisor, Financial Planner @ Wealth Design
- 2001 -2012 Financial Advisor, CFP @
- 1993 -1999 Coro Fellows Program Director, St. Louis and San Francisco @
Scott Stauffer Education
- University of California, Davis - Graduate School of Management
MBA
1999-2001 - Grinnell College
BS and Teaching Credential (General Science with an emphasis in Biology)
1982-1987
Scott Stauffer Skills
- Wealth Management
- Strategic Financial Planning
- Investments
- Retirement Planning
- College Savings Plans
- Wealth Preservation Planning
- Estate Planning
- Retirement Savings
- Life Insurance
- Long Term Care Insurance
- Qualified Retirement Plans
- 401k
- 401k Rollovers
- 403b
- Retirement Plan Consulting
- Retirement Benefits
- Public Affairs
- Small Business
- Public Speaking
- Leadership Development
- Sales
- Business Strategy
- Microsoft Office
- Customer Service
- Training
- Mergers and Acquisitions
- Strategy
- Qualified Retirement
- Wealth Preservation
- Strategic Financial
- Retirement Plan
Scott Stauffer Summary
- Scott Stauffer, based in California, United States, is currently a Principal at BetterWealth US. Scott Stauffer brings experience from previous roles at Wealth Design, Edward Jones and CORO FOUNDATION. Scott Stauffer holds a 1999 - 2001 MBA @ University of California, Davis - Graduate School of Management. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Investments, Retirement Planning, College Savings Plans and more. Scott Stauffer has 2 emails and 2 mobile phone numbers on RocketReach.
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