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Scott S
Series 65
Mercer, WI
Retire Agile
Scott Sanborn is a financial advisor with Retire Agile and holds a Series 65 designation. He has four years of industry experience, including roles at Strategic Financial Concepts and Lone Star Analysis, as well as a 30-year career in the United States Military. He is based in Mercer, Wisconsin. Retire Agile, operating in some markets under Align Financial, provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis within a primarily long-term buy-and-hold strategy, incorporating AI-assisted tools reviewed by professionals, and offers additional educational resources through a podcast and membership program.
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