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Scott Sonnier

Wealth Orchestrator

Scott Sonnier

CFPA®

Runs the plan day to day, and holds the relationship that keeps every specialist working to one document.

Book with Scott

About Scott

Scott is a Wealth Orchestrator at Camas Advice: the single point of contact who coordinates a household's specialists and holds the relationship, so the plan designed by a Wealth Strategist is the plan that actually gets run.

He holds the Certified Financial Planning Associate designation.

What Scott is most often brought in on

  • Coordinating an established professional team
  • Household financial planning coordination
Works with clients in
  • Nationwide

Licensing and registrations are listed in full in the firm disclosures.

A conversation with Scott, at no cost

A conversation to work out whether coordinated planning would change anything for you, in both directions.

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