Scott Huband, CFP®

Scott HubandSenior Wealth Advisor, Wealth Teams Solutions

Active in the financial planning industry for ten years, Scott has investment and financial planning experience with several major wealth management firms including Morgan Stanley, Royal Bank of Canada, and The Ayco Company, LP. He holds multiple securities licenses in addition to a California Life, Health, and Long Term Care Insurance license.

Scott answered Guy’s invitation to join Wealth Teams in 2015 after learning about the powerful approach to investing Wealth Teams employs – an approach he saw lacking at the major wealth management institutions of his previous employment. He is passionate about fulfilling the firm’s vision to positively impact the lives of the hundreds of families and institutions who entrust their financial well-being to our stewardship.

 

Education & Certifications

  • Bachelor of Science in Business Administration, Financial Services Major (Cum Laude), San Diego State University
  • CFP®, Series 7, 66, and 31 securities licenses, CA Insurance License
  • Essentials of Investment Consulting Certification through the Investment Management Consultants Association®

Contact

(949) 900-0048

scott@Wealth-TEAMS.com

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