Wealth Strategist
Scott Sonnier
CFPA®
Helps design the plan, so every specialist on a household's team is working from one strategy.
About Scott
Scott is a Wealth Strategist at Camas Advice. He helps design each household's plan, the one its Wealth Orchestrator then manages day to day with the household's CPA, attorney and other specialists.
He holds the Certified Financial Planning Associate designation.
What Scott is most often brought in on
- Household financial planning
- Plan design and review
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.
Book through the officeScott’s calendar opens through Camas Advice. Ask for Scott by name and the team puts the time on Scott’s calendar.