Scott Newhouse (CFP®)

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

  • Baby Boomers
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Hi there! I'm Scott, and I help people retire comfortably with all the money they need without having to sacrifice their current lifestyle.

There are a number of challenges that retirees face, including:

  • The number of pensions going away

  • The confusion of Medicare and Social Security

  • The threat of rising tax rates

  • The enourmous number of salesmen looking to sell a product instead of offering independent, objective financial advice

If you’ve had any of these concerns, you are in the right place.  

My name is Scott Newhouse, I am a proud Certified Financial Planner™, the author of three books (and counting!), and have taught Tax and Estate Planning to college seniors majoring in Financial Planning at Cal State University Northridge.  I am also the owner of Forthright Finances, a fee-only Financial Planning firm that always acts in its clients best interest.  

And I help people navigate the murky waters of retirement so that they can live the rest of their life on their terms.

If you want to learn more about how I do that, go here:

NAPFA Start Date

April 11, 2019


This Office

275 E Hillcrest Dr Ste 160 #124 Thousand Oaks, CA 91360-7772 Phone: (424) 258-4460

Other Offices

10869 N Scottsdale Rd Ste 103 Scottsdale, AZ 85254-5280 Phone: (424) 258-4460
2654 W Horizon Ridge Pkwy Ste B5 #1026 Henderson, NV 89052-2858 Phone: (424) 258-4460
79 E Daily Dr Ste 192 Camarillo, CA 93010-5807 Phone: (424) 258-4460