Gary Scott, Financial Advisor located in Sonoma, CA

Financial Advisor
Gary C Scott

CFP®, CEPA®
545 Third St West, Sonoma, CA 95476opens in a new window
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Focus Areas

  • Charitable Giving
  • Retirement Income Strategies
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Personal Fitness
  • Traveling
  • Hiking
  • Fishing
  • Motorcycles

Team Members

  • Debbie Gilman
    Sr. Branch Office Administrator
  • Letizia Veronese
    Registered Branch Associate
  • Ian Copple
    Associate Financial Advisor

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(707) 935-1856

Fax

(888) 287-6263

Office Address

545 Third St West
Sonoma, CA 95476opens in a new window

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