Scott Newhouse (CFP®)

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

  • Cash Flow/Budgets/Credit Issues
  • Generation X
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Millennials
  • Retirement Plan Investment Advice

Planning Specialties

I mainly work with three groups of people:

♦ Amgen Employees
♦ Retirees and near Retirees
♦ Young Professionals, whose careers and lives are taking off

The biggest concerns my clients face are:

Amgen Employees
1.  Am I making the most of my employee benefits?
2.  What do I need to do before I retire from Amgen?
3.  How can I make the most of my income, and benefits, so that it benefits me for the rest of my life?

Retirees and near Retirees
1.  When can I retire?
2.  What kind of lifestyle can I afford in retirement?
3.  How can I generate the retirement income that I need?

Young Professionals (whose careers are just taking off)
1.  What is the best use of my excess money at the end of the month?
2.  How do I balance saving for retirement vs paying off student loans?
3.  How much home can I afford?  What size down payment should I plan?

I help my clients answer all of these questions (and more) in a straightforward, actionable financial plan. There isn’t any financial jargon. And all my clients have clarity in knowing exactly what they need to do to have financial success.  

NAPFA Start Date

April 11, 2019

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This Office

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

Other Offices

79 E Daily Dr Ste 192 Camarillo, CA 93010-5807 Phone: (424) 258-4460
2654 W Horizon Ridge Pkwy Ste B5 #1026 Henderson, NV 89052-2858 Phone: (424) 258-4460