“Voted best CERTIFIED FINANCIAL PLANNER™ Professional” by the Chamber of Commerce in El Cerrito, CA, Scott Poland has remained humble, grounded, and motivated to serve his clients. He strives to provide everyone the quality of service that has earned him such distinction.

A Graduate of U.C. Berkeley, Haas School of Business with an M.B.A and a B.A. in Political Economics of Industrial Societies, Scott embarked on a journey in 1990 to seek financial enlightenment. Realizing he needed to broaden his horizons beyond the Bay Area, he took a job teaching English in Taiwan, which opened up a new world of opportunities. This initial adventure led to connections that soon found him involved in real estate development and commercial lending with Citibank in San Francisco, London, New York and Tokyo. 

Scott witnessed the highs and lows of the financial services industry and how it could impact even the most astute individuals. By the late 1990s, he returned to Silicon Valley, ready to assist entrepreneurs and venture capitalists in the tech industry during their surge into the 21st century. However, the dot-com bubble burst, and from its remains emerged a more evolved Scott Poland, prepared to enter the world of financial advising.

For the past quarter of a century, Scott has dedicated himself to the financial services industry. Guided by his knowledge, experience, and faith, he has come to realize that true wealth is connecting with people, not just building financial assets.  He works with many niche investors who tend to be conservative with their financial actions. While client success is important to him, Scott finds the most rewarding aspect of his work is the personalized guidance he provides his clients. Though not a marriage counselor nor therapist, many clients have confided in him, expressing gratitude for his assistance in navigating unique family dynamics and sensitive long-term care decisions.

Scott’s most cherished result is the financial independence of his clients. His process begins with helping his clients gain clarity of their goals through the lens of their current assets and cash flows then preparing an investment plan using sophisticated planning software.  Using research from Wells Fargo Investment Institute, ISI Evercore and Morningstar, Scott diversifies his clients’ portfolios using a blend of stocks, bonds, REIT’s, MLP’s and other structured or alternative products.  For Scott, a job well done means that clients experience both economic security and financial independence.

Away from the office, Scott and his wife, Angela, reside in Richmond, CA, with their two beloved rescue dogs: Odie, a fearless Chihuahua, and TJay, a collie always ready to make friends. Active members of their local church, Scott and Angela love travelling to Taiwan, Yellowstone, and Folsom. When they are not hosting friends for a meal or walking the dogs on Point Isabel, Scott loves watching movies and 1970’s TV shows, playing basketball and reading.  



Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.  Wells Fargo Advisors is not a tax or legal advisor.


California Insurance License 0D79703  Resident State: CA

Background
I am a Senior Registered Client Associate with more than 20 years of financial services experience. I value each client deeply and respect the trust they place in our team to help achieve their goals.

Responsibilities
Having worked in a range of operations and client service roles, I have developed in-depth knowledge of the firm’s processes and procedures and am able to deliver exceptional client service by applying my skills to handle client requests and service needs. I am responsible for handling all operational and client service items including new account setups, account maintenance, money transfers and check requests.


Outside Interests
Away from the office I am a Warriors basketball and world soccer fan and in my spare time, I enjoy gardening, cooking and volunteering at local food banks and my daughter’s school.


CA Insurance license 0E29250  Resident state CA