Scott Monroe

Guiding clients to a better financial future

Role: Director of Advisory Services at Towneley Capital Management, Inc
Location: San Clemente, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Scott Monroe

25+ years of investment management experience. CFA, CFP skilled in investment…

Experience

Director of Advisory Services
Towneley Capital Management, Inc
Aug 2023 — Present · Laguna Hills, CA, US

Education

Irvine Valley College
Business/Commerce, General
1988 — 1990
University of Hawaii at Manoa
BA, International Business
1990 — 1993
CFP Board
Certified Financial Planner, Financial Planning and Services
1996 — 1998
CFA Institute
Chartered Financial Analyst, Investments and Securities
1998 — 2000

Contact information

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Work email
s••••••@towneley.com
Personal email
•••••@•••••.com
Direct dial
+19•••••••45

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Current company

Towneley Capital Management, Inc

Investment Management · 19 employees · Founded 1971 · Laguna Hills, California, United States

Since 1971, Towneley has managed investments as an independent fiduciary advisory firm helping long-term investors thrive. Our unique collection of rigorously tested and refined investment strategies provides diversified, risk-managed exposure to global markets on a fee-only platform for individuals, families, businesses, and non-profit organizations. With a breadth and depth of experience reflected in our 50-year history, our dedicated portfolio managers and advisors at Towneley average 27 years of investment industry experience, including 23 years at our firm. Our strategic investment management approach, along with our independent fiduciary structure, has allowed us to lead individuals and institutions through five decades of volatile markets while providing clear guidance for meeting their long-term goals. In addition to providing individual investors with advice, strategy, and implementation in asset management and holistic financial planning, we also deliver expert guidance and portfolio management to endowments, foundations, and scientific societies. At Towneley, we appreciate that each person and organization we work with has their own distinct needs and challenges. Therefore, we work closely with our clients to help them define their long-term goals and understand the “why” behind those goals. With a keen interest in our clients’ purpose, combined with our proprietary research-centered portfolio management, we intend that all of our clients feel confident that they will successfully achieve their financial goals. Purpose Driven | Research Based | Relationship Focused

towneley.com

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About Scott Monroe

Experience

Director of Advisory Services

Education

Irvine Valley College

University of Hawaii at Manoa

CFP Board

CFA Institute

Find verified contacts for anyone on LinkedIn