• Firm: KCS Wealth Advisory, LLC
  • Job Title: Director of Financial Planning
  • Certifications: CFP®, AIF®

Experience

Scott provides a comprehensive approach to wealth management to help clients achieve their overall goals and objectives. He begins each relationship with a conversation to help uncover and establish a road map to move ahead. He focuses on financial planning, investments and retirement strategies.

He is a Certified Financial Planner ™ Practitioner and is an Accredited Investment Fiduciary ®. He earned the Certified Financial Planner ™ certification from the Certified Financial Planner Board of Standards, Inc. after completing the CFP® professional certificate program through UCLA Extension. He has been awarded the Accredited Investment Fiduciary® (AIF) professional designation from FI360. He holds the Series 7, Series 66, and is a licensed insurance agent (CA Ins. License #0K55904). Previously, Scott has been with Merrill Lynch Wealth Management and Signature Estate & Investment Advisors, LLC (SEIA).

While at Sonoma State, he was Captain of the Sonoma State Men’s Tennis Team, was awarded the Sonoma State University Alumni Association’s Outstanding Male Student Athlete of the Year Award, and received the Dr. William K. Crowley Award for Academic Achievement.

Scott continues to enjoy playing competitive tennis in USTA Leagues throughout Southern California and is an active member of the Santa Monica chapter of Rotary International.

Disclaimer: Nothing contained in this publication is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. 

 Any commentaries, articles or other opinions herein are intended to be general in nature and for current interest. All content on this website is presented as of the date published or indicated, and may be superseded by subsequent market events or for other reasons. All investments involve risk, including loss of principal invested.  Past performance is no guarantee of future returns. Other methods may produce different results, and the results for different periods may vary depending upon market conditions and portfolio composition. This publishing does not represent an offer to buy or sell securities. The answers presented on Ask an Advisor should be considered general information presented to inform the public. They are based on the information provided in the question, which may have omitted important details that would have changed the answer had they been known.

Please consult a financial advisor before concluding that the information is relevant to your own situation.

Education

Scott is a graduate of Sonoma State University, where he majored in Finance and minored in Economics.

Quote from Scott Gaynor

“As a Certified Financial Planner®, Scott Gaynor begins each relationship with a conversation to help uncover and establish a road map to move ahead.”