Scott Sargent, CMFC, CFP

My mission is to help my clients live comfortably and confidently in their retirement years. For over three decades I have helped families address their financial concerns and develop strategies that are focused on their specific needs. With extensive experience in volatile markets, I have dedicated my career to providing comprehensive investment planning. I graduated from UCLA with a degree in Economics. The first 16 years of my career were spent at Morgan Stanley, and in 2010 I moved my practice to Wells Fargo Advisors. I have the CERTIFIED FINANCIAL PLANNER (R) certification, as well as the Chartered Mutual Fund Counselor (TM) designation. And for the 15th consecutive year I have been recognized on Wells Fargo Advisors' Platinum Council (2010-2024). My practice has been built by forming long-term relationships based on trust. As your financial advisor, I will: - Act as your advisor, putting your interests first - Discuss and define your investment goals and objectives - Evaluate your risk tolerance and investment time horizon - Develop a comprehensive investment plan and asset allocation strategy to help you achieve your goals - Meet with you regularly to review your plan - Provide year-end tax statements that include all necessary filing information I grew up in Orange County and my wife and I have lived in Laguna Niguel since 1996. Together we enjoy running, hiking, playing tennis and pickleball, and spending time with our four children. The Platinum Council distinction is held by a select group of Financial Advisors within WFA as measured by one or more of the following: completion of educational components, business production, and professionalism.