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Charles Scott

Retirement, Investing, Lifestage Based Planning
“With over 30 years of experience in the financial industry, Charles C Scott is committed to helping clients put their financial puzzle pieces together so they fit correctly, providing them the outcome they desire.”

Pelleton Capital Management, Ltd.

Job Title:



Charles C. Scott, AIF®, is an Arizona financial planner, co-creator of FinancialChoicesMatter.com and founder of Pelleton Capital Management. With over thirty five years in the financial services industry, Scott brings a varied base of investment philosophies and financial planning ideas when working with clients. He developed and managed an institutional sales department for Washington Mutual and served as the Northwest Regional Manager for MFS, America’s oldest mutual fund company. Scott has also worked as a stockbroker for two Wall Street brokerage firms. Since 1993 he has been an independent advisor successfully serving clients with objective and unbiased advice.

On a personal note: Charles is always on the lookout for great fish & chips. He is also a big fan of Premier League football (soccer to those of us Yanks)….actually there’s no correlation to English fish & chips and soccer, other than he likes them both. Charles enjoys classic movies, great food and wine, and collecting vintage barware. He’ll drink Diet Coke any day over Diet Pepsi (too sweet tasting!)

And having met Sheri on a blind date, he knew the instant she opened the door that he would marry her, and 38 years later it remains the best choice he ever made.


BA, English, University of Washington

Assets Under Management:

$15 million

CRD Number:


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