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Scott Anderson

Personal Finance, Retirement, Investing
“With over 35 years of experience in the financial industry, Scott Anderson is committed to providing financial planning, discretionary investment management, and tax strategies to his clients.”

Scott Anderson Financial

Job Title:



Scott Anderson has spent over 35 years in corporate accounting and finance after earning his MBA from Stanford University in 1975. Scott has worked in his own businesses, in venture capital start ups, and in corporate turnaround situations. He has served as Chief Financial Officer for two emerging public companies.

Starting in 1999 following an unplanned business transition, Scott earned his CPA, CFP® and EA certifications and began an active practice in tax, financial and investment planning for individuals and small business owners.

For over 30 years, Scott has been teaching the beginning accounting courses in undergraduate and graduate programs at several local colleges and universities in Southern California. Currently he serves as Adjunct Professor in Accounting at Chapman University. Scott taught accounting in the Pepperdine University MBA and undergraduate business programs prior to that. .

Scott is an active member of the National Association of Personal Financial Advisors (NAPFA), an organization which supports fee-only financial planning and the fiduciary standard of professional care.

Scott earned an undergraduate degree in Chemical Engineering from the University of Pennsylvania on a Naval ROTC scholarship and a Masters in Chemical Oceanography from the Scripps Institution of Oceanography at the University of California, San Diego prior to going on active duty. Scott served in Vietnam where he received several decorations and was an Navy admiral’s aide in Washington, D.C. during the summer of Watergate before leaving the Navy to pursue his MBA studies.

Scott and his wife live in Newport Beach, California. They have three married daughters.


MBA, Finance and Accounting, Stanford University Graduate School of Business
BS, Chemical Engineering, University of Pennsylvania
MS, Chemical Oceanography, Scripps Institution of Oceanography, UCSD

Assets Under Management:

$14 million

CRD Number:


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What is the difference between a hedge fund and a private equity fund?
72% of people found this answer helpful

A hedge fund "hedges" (i.e. makes shrewd guesses) over a publicly traded security, a group of securities, or the market and buys positions with the idea of a relatively near term gain. Hedge funds are traders at heart, looking for existing or anticipating anomalies or discontinuities in the market's pricing of securities.

A private equity fund takes investment positions in companies with the anticipation of a longer term return when the company goes public or is eventually sold. Private equity firms are investors and not traders.

Two different types of high risk investing. While there are always stories of a particular hedge fund or private equity fund doing well, it is usually the management of those funds that reap the benefits, not the investors, due to incentive compensation paid by the managers and the fact that each vehicle must make a lot of investments that will inevitably turn out to be loser.  The trick is to have one or two "whales" that offset all the losers. The investors share in the whales, minus the losers, after management compensation.

October 2016
Can you buy shares in the Dow Jones Industrial Average (DJIA)?
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October 2016
    Investing, Stocks
How can I invest to grow my wealth quickly?
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October 2016
    Debt, Retirement, IRAs, Taxes, Tax Deductions / Credits
Could I convert my IRA to a Roth and use the interest tax credit to reduce my tax liability on the transfer?
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October 2016
What should I do with my brokerage account?
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October 2016