About Us
Scott’s interest in finance began when his grandmother bought him stock in his teens and from there that interest grew. He went on to graduate from Cal Poly Pomona with a degree in Finance, Real Estate and Law with a concentration in Securities Analysis. Scott worked with a major banking institution, successfully managing over 25 million in assets. However, after contemplating what type of companies he was investing in, Scott eventually went on to open his own firm to have the ability to spend more time with clients and to integrate environmental and social research into the financial analysis process. This type of investing has been referred to as Socially Responsible Investing (SRI, Environmental and Social Governance (ESG) and Conscious Capitalism. When not working, Scott enjoys spending time with his family and staying active with surfing and biking.