Scott joined Ballast Rock Private Wealth (BRPW) as a Senior Wealth Advisor and CFP® (Certified Financial Planner) in October 2023. At BRPW, Scott specializes in financial planning, wealth management and investment strategies for accredited individuals, families, professionals, business owners and company executives. He became a CFP® in 2011, enabling him to offer a broader array of services spanning investments, insurance, retirement planning, estate planning and tax mitigation strategies. 2019 through 2024, Scott has won the Five Star Wealth Manager award from Five Star Professional.
Scott began his financial services career in 2006 as an independent financial advisor with Raymond James Financial Services. In 2007, he co-founded Alliance Investment Planning Group along with three partners and specialized in providing investment strategies, retirement planning and insurance services, then in 2017 joined WWM Financial as a wealth advisor and CFP®.
Prior to entering the financial services industry, Scott had a 22-year career as a systems engineer and business/management specialist in the satellite communications and services industry. His tenure spanned Hughes Electronics, Ball Aerospace, DIRECTV and XM Satellite Radio where he provided business development, technology consulting, advanced products development and marketing following an initial stint as a communications systems engineer.
His degrees include Bachelor’s and Master’s degrees in Electrical Engineering from the University of Illinois and a Master’s in Business Administration (MBA) from UCLA.
Phone: 760-259-8909 | Email: scott.mcclatchey@ballastrockpw.com | Website: www.ballastrockpw.com
LinkedIn: www.linkedin.com/in/scott-mcclatchey
