Scott Teter has been in the financial services industry as a registered representative since November of 1987. For over two decades He has devoted his professional career to helping individual investors and their families address their investment and financial goals.

Scott is experienced to a diverse group of individuals and families including business executives, attorneys, physicians, engineers and retirees located in Southern California and across the United States.

By combining a asset class investing methodology with holistic financial planning and exceptional client services, Scott has built a strong advisory business.

Scott holds a degree in Political Science with an emphasis in business from University of California at Santa Barbara. He is a Investment Advisor Representative and registered principal with SagePoint, holding the Series 7, 63, 65, and 24 securities registrations. He also holds California insurance licenses.

In his spare time, Scott is an avid cyclist, surfer, skier and snowboarding, all sports he enjoys sharing with his three adult daughters. During his 25 year career in the financial services industry he has worked for all of the various channels of a major brokerage firm, bank wealth management and now as an independent advisor.