• Scott StanleyNeighbor

  • Novato, CA
  • Website

As an LPL Wealth Advisor and Financial Planner, I am dedicated to helping people pursue their investment and retirement goals.

Effective retirement planning and wealth management involves developing a responsible, custom investment process tailored to each individual. Valley Oak Wealth Management's investment team employs a strategy that has been perfected over 25 years using leading economic market research. Our highly skilled team works closely together to ensure we meet our fiduciary obligation to assist our clients in advancing and protecting their assets.

It is my goal to work with people who value their own financial success. I genuinely enjoy meeting with anyone seeking guidance in their financial life.

I hold the Series 7 and Series 66 registrations, and I am licensed as a Resident Insurance Producer through LPL Financial.

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• Securities offered through LPL Financial. Member FINRA/SIPC.

• For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• For a list of states in which I am/we are registered to do business, please visit www.ValleyOakWM.com

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