Thomas Stout (CFP®, MBA)

Thomas Stout focuses in the
following client markets or areas of practice:

  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice

Planning Specialties

Tom is the President and Chief Compliance Officer of SCM. With over 15 years in the finance and investment industry, Tom is uniquely suited to deliver a comprehensive wealth management experience to clients.

Prior to joining SCM in 2012 Tom held various treasury and corporate finance positions for several global companies. This included managing multi-hundred million-dollar portfolios, with extensive experience in investment management, foreign currency hedging, mergers and acquisitions, financial analysis, and capital markets. He has also co-authored an article published in the Journal of Financial Planning. Tom has a B.S. in Managerial Economics from University of California San Diego and an MSBA from San Diego State University. He is a CERTIFIED FINANCIAL PLANNER™ professional and is a NAPFA Advisor (National Association of Personal Financial Advisors).

As a fifth generation Californian, Tom can be found enjoying the outdoors with his wife and two children from the ocean to the mountains. 

NAPFA Start Date

March 21, 2017

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This Office

721 N Vulcan Ave Ste 206 Encinitas, CA 92024-2191 Phone: (760) 230-8744 Fax: (805) 492-2340