Scott Bishop

CPA, PFS, CFP®
Retirement, Investing, Small Business
94%
Helpful
95
Answers
10
Articles
37
Followers
“With over two decades of experience in the financial industry, Scott Bishop believes that success isn’t measured only by figures and charts, but through his client's peace of mind and reaching their goals by Planning for Retirement the R.I.T.E. Way®.”
Firm:

STA Wealth Management, LLC

Job Title:

Partner and Executive VP of Financial Planning

Biography:

Scott Bishop is a Partner and is Exec. Vice President of Financial Planning at STA Wealth, a Houston based RIA Firm. In this role, Scott guides clients through the process of identifying and realizing their personal financial planning goals while working with them to help develop, implement and monitor strategies to help assure the long-term coordination of their overall financial, retirement, business planning.

Scott is also the host of STA's radio show, "Financial Planning Fridays" on The STA Money Hour, on 950AM KPRC Radio in Houston at 12pm Central where he frequently discusses tax and financial planning topics and hosts interviews of industry experts.

Scott graduated from the University of Texas at Austin with a Bachelor of Business Administration in Accounting and received his Master of Business Administration from the University of St. Thomas.

Currently, Scott is a CFP® and a CPA and also holds a PFS® designation. Scott has been active as a member of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TSCPA) and its Houston CPA Society as a member of its Board of Directors. He has also been recognized for excellence by being named the Young CPA of the Year for 2002-2003 by the Houston CPA Society, one of the largest and most prominent CPA chapters in the United States.

In addition, Scott has both authored and has been interviewed for numerous articles in financial related publications and websites such as the Wall Street Journal, MarketWatch, CNBC, USA Today, Washington Post, The New York Times, Investopedia, Houston Chronicle, Investment News, Kiplinger, The AICPA Tax Section, BankRate.com, the Houston Business Journal and the CPA Forum. Scott is also a member of the Houston Business and Estate Planning Council.

Education:

BBA - Accounting, University of Texas at Austin
MBA - Finance, University of St. Thomas

Assets Under Management:

$760 million

CRD Number:

2687188

Disclaimer:

AUM information provide is for the firm STA Wealth Management, LLC of which Scott Bishop is a partner/shareholder.  The information herein has been obtained from sources believed to be reliable, but we do not guarantee its accuracy or completeness. Neither the information nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by STA Wealth Management, LLC), or any non-investment related content, made reference to directly or indirectly in this presentation will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this presentation serves as the receipt of, or as a substitute for, personalized investment advice from STA Wealth Management, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. STA Wealth Management, LLC is neither a law firm nor a certified public accounting firm and no portion of this article should be construed as legal or accounting advice. A copy of the STA Wealth Management, LLC’s current written disclosure statement discussing our advisory services and fees is available for review upon request.  ALL INFORMATION PROVIDED HEREIN IS FOR EDUCATIONAL PURPOSES ONLY – USE ONLY AT YOUR OWN RISK AND PERIL. 

IRS CIRCULAR 230 NOTICE: To the extent that this message or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.

Videos
  • STA Wealth Planning Process - Scott Bishop
All Articles
Sort By:
Most Helpful
3 weeks ago
    Small Business
last month
    Financial Planning
4 weeks ago
last month
    Financial Planning, Lifestage Based Planning, Personal Finance
5 days ago
    Retirement, Retirement Plans, Retirement Savings

All Answers
Sort By:
Most Helpful
    Financial Planning, Retirement Savings
Should I draw from a taxable account in order to fund living expenses to completely maximize some of my retirement accounts?
100% of people found this answer helpful

All else being equal, yes, I think that is a good plan.  The only downside would be if you drain your taxable account to a level where you don't have access to funds needed in an "emergency".  I would not want you to pay any 10% penalties or have to do a 401k loan.

June 2017
    Debt, Personal Finance, Retirement Savings
Can a creditor seize my retirement savings?
100% of people found this answer helpful
last month
    Financial Planning, Estate Planning
How can an individual shelter assets they received from an inheritance?
100% of people found this answer helpful
last month
    401(k), Taxes
Will I have to pay back a 401(k) loan with post-tax dollars?
100% of people found this answer helpful
last month
    Career / Compensation, Financial Planning, 401(k)
Should I contribute less to my 401(k) and more into a savings account as my company is going through layoffs?
100% of people found this answer helpful
last month