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

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

This Office

533 2nd St Ste 207 Encinitas, CA 92024-3558 Phone: (760) 456-7147