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Scott A
CFP®, Series 63, Series 66
Newport Beach, CA
Gw Financial
Scott Anderson Jr. is a CFP® with 20 years of industry experience, currently serving as an advisor at GW Financial since 2014. He also operates Scott Anderson Financial, Inc. and has been an instructor in accounting at Chapman University since 2010. In addition to his advisory roles, he provides personal tax services as a CPA and enrolled agent. GW Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning, tax strategy, and investment management. The firm employs an evidence-based, factor-informed investment approach using broadly diversified portfolios primarily with exchange-traded funds and no-load mutual funds, offering advisory relationships through ongoing wealth management engagements.
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