Scott A. Schwartz,  CFP<sup>&reg;</sup> - Financial Advisor

Scott A. Schwartz, CFP®

CIMA, AIF, MBA

CEO

EntentVest Inc.

2100 Geng Rd., Suite 210
Palo Alto, CA 94303
FINANCIAL ADVISOR'S WEBSITE
(650) 933-5100 CONNECT WITH Scott
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General

Scott Schwartz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at EntentVest Inc. in Palo Alto, CA and the surrounding communities.

Financial Advisor Overview

My firm specializes in cross border planning and provides services to companies, and high net worth clients.

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Financial Advisor Experience

23+ years as an advisor specializing in plan design, cross border planning, and helping high net worth clients.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - Accredited Investment Fiduciary

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Cross-border Planning, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Life Planning, Startup, Succession Planning, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources