Scott Frey (CFP®)

Scott Frey focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Divorce Planning
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Wealth Management, investment management, comprehensive financial planning for executives and small business owners and settlement trusts

Additional Information

In somewhat atypical fashion, I came to financial planning via philosophy. During my years at New York University my focus was in metaphysics. However, it is precisely this love for engaging in life’s deeper questions that drives me to be a financial planner. My personal belief has always been that money is never the goal. Money is only a means by which we can do whatever it is we really want to do. And when you think of money as a partner in the pursuit of life’s purposes, its role becomes much more than numbers on page. 

My passion is for empowering people to accomplish their goals. Whether it is saving for retirement, funding a child’s education, financing a new home or growing your business, these are critical opportunities for dollars to be maximized. 

Let’s create wealth solutions so that finance concerns can move to the periphery and you can focus on what you love most.

NAPFA Start Date

March 09, 2021

This Office

525 3rd St Suite 200 Lake Oswego, OR 97034 Phone: (503) 395-5005