Scott Matthews, CRPC, CFP

Scott Matthews believes wealth planning should bring clarity, confidence, and purpose to clients’ lives. His mission is to help individuals, families, and business owners make informed decisions that align their wealth with their long-term goals, creating stability today and opportunity for the future.

He differentiates his practice through a disciplined, relationship-driven approach that emphasizes comprehensive planning, thoughtful diversification, and timely risk management. By combining personalized strategies with the resources of Wells Fargo Advisors, Scott helps clients navigate changing markets while staying focused on what matters most to them.

Scott began his financial services career in 2002 and has over two decades of experience guiding clients through all phases of their financial lives. He earned his CERTIFIED FINANCIAL PLANNER® designation in 2009 and also holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation, along with FINRA Series 6, 7, 63, and 65 securities registration. He began workings with Nicholas Giorgio, CRPC®, Senior Vice President – Investment Officer in 2013, expanding their ability to serve clients, and joined Wells Fargo Advisors in 2019 to leverage broader capabilities.

Outside the office, Scott is a dedicated husband and father of six. He and his wife, Heather, have been married since college and are deeply committed to family and community. He remains active in his church and enjoys running, volleyball, and reading, recently completing his first marathon in 2025.

CA Insurance License # 0E57581. Registration State: TX.
TX Insurance License # 1397823. Registration State: TX.