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Scott Wallace

CFP®
Personal Finance, Retirement, Investing
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“Scott Wallace is the President of Wallace Wealth Management and has been managing client’s assets since 1994. Scott advises clients as a trusted Certified Financial Planner, specializing in asset management and retirement planning.”
Firm:

Wallace Wealth Management

Job Title:

President

Biography:

Scott Wallace is a CERTIFIED FINANCIAL PLANNER™ professional with more than 23 years of experience helping individuals and families achieve their short- and long-term financial goals.

In addition, Scott is a Regional Director for the Landmark region of Cetera Advisor Networks. In this capacity, Scott strives to increase regional productivity by mentoring, training and supporting independent financial advisors within his region. Scott’s objective is to help each advisor build and grow a successful practice while providing top quality service to their clients.

Committed to a higher fiduciary standard of excellence, Scott has earned the professional designation of CERTIFIED FINANCIAL PLANNERTM professional. He currently holds securities registrations including the Series 7, 24 and 63, as well as Life and Health insurance licenses.  

Scott shares his time with the community by providing financial consulting and educational workshops benefiting students of all grades throughout Houston and Fort Bend Independent School Districts. To help educate business owners and employees on investing, he frequently speaks to groups offering his knowledge and opinions on the current economic environment. Scott can occasionally be heard on the radio expressing his views on pointed financial planning topics or trends within the industry.

Spending most of his childhood in Spring, Texas; Scott now resides in Katy, Texas with his wife Jenny and their two children, Joshua & Braden. Raising two young boys keep them very busy. When not in the office or attending his boys hockey games, Scott enjoys snow skiing, playing golf, or smoking brisket, ribs or any other good ole Texas BBQ at home while spending time with his family.

Assets Under Management:

$34 million

Fee Structure:

Fee-Based

CRD Number:

2433724

Insurance License:

#942928

Disclaimer:

Securities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.  

Cetera is under separate ownership from any other named entity. 

Branch: 22322 Grand Corner Drive, Suite 125, Katy, TX 77494

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    Retirement Savings, Choosing an Advisor, Peri-Retirement
What should I be looking for in a qualified advisor as I am approaching retirement?

Good Question-

Assuming that you do not go with the Vanguard service, my advice to you to to look for a CERTIFIED FINANCIAL PLANNERTM to work with. CFP® designees must not only have experience requirements, but they go through extensive training and testing in order to show proficiency in most areas of financial planning and the financial planning process. Regarding the few points you listed about your particular situation, a CFP® professional should acknowledge some of the complexities that you will be faced with and help you to navigate through them; all in your best interest.

Also, CFP® designees are held to a very high level of ethical standards and transparency. Don’t get me wrong, there are many fine men and women in this industry that are not only competent but always put the needs of the client ahead of their own.

Lastly, make sure that you interview the potential CFP® professional you intend to work with. Ask pointed questions and expect pointed answers. A solid client/advisor relationship begins with communication. Make sure they are aware of your needs and your dreams so that they can help put you in the best financial position possible for your retirement.

 

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