Scott Frank (CFA, CFP®)
Scott Frank focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
Planning Specialties
Hello, I’m Scott, founder of Stone Steps Financial. I started Stone Steps to help working professionals and families align money with life. Together we get clear about where you stand and what you value, build and implement a plan, hold you accountable along the way, and help you adapt to life's changes as they occur.
Additional Information
I live in a little beach town, Cardiff by the Sea, just north of San Diego with my wife, Amanda, our son, Lucas, and our dogs, Maddie & Sofia. When I’m not geeking out on financial news or white papers you’ll find me surfing with friends (Stone Steps is named for a surf break just a few minutes north of my house), running along the Pacific Coast Highway, or spending time with my family.
NAPFA Start Date
May 21, 2015
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