Ryan has been a financial advisor since 2006 and joined Principal® in 2010. He specializes in wealth management, 401(k) plans, deferred compensation plans, retirement income strategies, life and disability insurance, and estate planning strategies for individuals, business owners, and their employees. Ryan will help you create and execute a financial plan that is based on your specific objectives,
and you will receive dedicated services to help you reach your goals. Ryan founded Scott Wealth Planning, LLC in 2019 so that he can operate as a team and provide more comprehensive service to his clients. Scott Wealth Planning is a team of experienced and credentialed financial advisors and client service professionals that are focused on providing excellent service and valuable solutions for clients. We enjoy engaging with our clients with frequent communication to assist with the onboarding process for new clients and ongoing service for existing clients. Our team leverages the resources and strength of Principal®, a member of the FORTUNE 500®, to deliver a broad set of solutions in a unique and customized way. EDUCATION & CREDENTIALS:
• Earned a Master of Science in Personal Financial Planning degree from the College for Financial Planning in 2022
• Earned a BA degree in Finance from Western Washington University in 2006
• Offering fee-based financial planning services through Principal Securities, Inc.®
• CERTIFIED FINANCIAL PLANNER™ Professional, CFP®, granted by the CERTIFIED FINANCIAL PLANNER BOARD OF STANDARD, INC. in 2012
• FINRA Series 7 & 66 securities registrations
• Earned the Retirement Income Certified Professional, RICP®, Chartered Life Underwriter, CLU®, and the Chartered Financial Consultant, ChFC®, designations from The American College of Financial Services®
• Earned the Accredited Portfolio Management Advisor, APMA®, the Chartered Retirement Plans Specialist, CRPS®, the Chartered Retirement Planning Counselor, CRPC®, the Accredited Wealth Management Advisor, AWMA®, the Accredited Behavioral Finance Professional, ABFP®, the Master Planner Advanced Studies, MPAS®, and the Chartered SRI Counselor, CSRIC® designations from the College for Financial Planning.
• Earned the Accredited Investment Fiduciary, AIF®, designation from Fi360. Ryan is married with two children and enjoys family time, traveling, water sports, and snow sports. AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNERTM certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s Initial and ongoing certification requirements.
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Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., Securities and advisory products offered through Principal Securities, Inc., 800/247-1737,member SIPC. Principal National, Principal Life, and Principal Securities, Inc. are members of the Principal Financial Group®, Des Moines, IA 50392. , Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. Ryan Scott is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.
