Scott Barker, CFP®

Scott believes that comprehensive financial planning can be the difference between identifying your goals and making them a reality. He has been working individual clients and businesses for 25 years, helping them plan for and achieve successful outcomes. After graduating with a degree in International Business, Scott began his career at Ameriprise where he provided financial planning and investment advisory services to a range of individual clients.

In 2001, he was recruited by 1st Global Capital, to build a financial planning practice for a regional CPA firm. As the Director of Financial Services, he spent several years developing the practice, which ultimately became 1st Global’s top ensemble wealth management firm nationwide and resulted in him becoming an official partner in the practice.

In the ensuing years, Scott has provided similar services for CPA/Wealth Management practices in Arizona and Oregon; most recently serving as the Senior Financial Advisor for Moss Adams Wealth Advisors overseeing the Oregon offices. In addition to numerous speaking engagements, Scott’s expertise has been featured in
articles in the Wall Street Journal and SEDCOR (Strategic Economic Development Corporation.)

When not in the office, Scott enjoys spending time with his wife and four children, participating in events through the Portland World Affairs Council and studying for his private pilot designation at Pearson Field.