Scott Stanley

About Scott Stanley

As a CERTIFIED FINANCIAL PLANNER™ professional and Founder of Pharos Wealth Management, I…

Experience

1. Founder Wealth Advisor

   Pharos Wealth Management

   Jul 2016 — Present

   At Pharos Wealth Management in Novato, CA, I help individuals manage their wealth so they can pursue their goals of financial success. As a wealth advisor and financial planner, I work passionately to listen, plan and advise for your retirement.Here are some of the responsibilities I have:• Act as CEO/Owner and fulfill the respective managerial duties• Act in a wealth advisory, financial planning, analyst capacity• Create and monitor investment models using Mutual Funds, ETF’s, individual stocks andalternative investments• Develop and implement the screening process for individual stocks, bonds and ETF’s to include in models • Conducting all firm trading (includes building and maintaining the firm’s trading program)• Ongoing economic research• Write and publish industry related articles and essays - Topics include retirement planning, estate planning, real estate investments, economic updates, wealth management, investment strategies, etc. • Attend industry meetings• Oversee various marketing campaigns • Appear as a speaker during public and private events

Education

• San Francisco State University, Lam Family College of Business

  BS, Corporate Finance

  2009 — 2011

Skills

• Retirement Planning
• Due Diligence
• Trading
• Investment Banking
• Investments
• Bloomberg
• Etfs
• Financial Reporting
• Banking
• Investment Strategies
• Alternative Investments
• Morningstar
• Financial Planning
• Estate Planning
• Managerial Finance
• Equities
• Strategic Financial Planning
• Financial Analysis
• Portfolio Management
• Asset Managment
• Wealth Management
• Corporate Finance
• Financial Modeling
• Insurance
• Valuation
• 401k Rollovers