Broker Check
Scott Elardo, MSFS, AEP®, AIF®

Scott Elardo, MSFS, AEP®, AIF®

Serving clients for more than 15 years using a collaborative planning driven process. Scott and his team are dedicated to helping their clients plan and manage all aspects of their finances to realize their goals and objectives. Looking for dependable advice, they turn to them for a simplified approach to solving the complex issues in their lives.

Scott completed his Master’s degree in Financial Services from The American College, Bryn Mawr, PA with an emphasis in Estate Planning and Taxation and his BA in Political Science at the University of California, Irvine with a minor in Management from UCI’s Graduate School of Management.

Scott holds the designations of Accredited Estate Planner and Accredited Investment Fiduciary and is a member of the Orange County Estate Planning Council and the National Association of Stock Plan Professionals (NASPP), which focuses on executive compensation (programs, taxation, etc).

On a personal note, Scott is a private pilot (although he doesn’t fly nearly as often as he’d like to), involved in local Cub Scouts with his two sons, and enjoys outdoor hiking.