Charles Scott

Charles Scott is a gifted speaker, he has shared his extensive knowledge on issues of financial planning, college planning, Social Security planning, and tax planning through various seminars and workshops at community colleges, community centers, and libraries. Charles has also taught continuing education courses for the Arizona State and Maricopa County Bar Associations on the topic of financial planning in divorce.

Charles has also written extensively on the topics surrounding financial literacy and financial education. His works have been published in Forbes, MSN Money,,, Yahoo Finance, U.S. News & World Report, and more.

Proud to be the 3rd person in Arizona to earn the Accredited Investment Fiduciary ® designation, Charles is committed to always doing what’s in the best interest of the client. Having the opportunity to team with The Financial Education Partnership, (FEP), one of the nation’s fastest growing educational 501C3 nonprofit’s, simply furthers his commitment to providing the community with the most helpful and informative education possible, enabling individuals, couples, and families to make truly informed financial choices in their lives.

Bringing his passion for teaching to several organizations in his community, Charles has volunteered for such nonprofits as Arizona’s Hospice of the Valley and Fresh Start Women’s Foundation and was also a founding board member of Ryan House.

As a Washington State native and graduate from the University of Washington, but not a fan of the gray and drizzly weather, his family decided to migrate to the warmer climate of Scottdale, Arizona. There he shares a home with his wife, Sheri (whom, on a blind date he fell in love with at first sight). Their two grown daughters live in Tucson, where they stayed after graduating for the University of Arizona – go Wildcats.

On any given weekend morning, Charles is likely to be keeping an eye on his favorite English soccer team, the Tottenham Hotspurs of Premier League Soccer. The remainder of the weekend is divided between reading, gardening, enjoying outdoor activities, or sampling local new restaurants.