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Gary S

CFP®, Series 66

Fair Oaks, TX

UBS Financial Services

Gary Scott is a CFP® credentialed financial advisor with UBS Financial Services, bringing 21 years of industry experience. He serves as Vice President of Kachinka, Inc., a role he has held since 2002. Outside of his advisory work, he is a member of the Finance Committee at the Geneva School of Boerne, where he provides guidance on budgeting, fundraising, cash flow, and investing. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and capital market assumptions to tailor strategies to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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