Ryan Scott, CFP®, MS-PFP

Ryan has been a financial advisor since 2006 and joined Principal^® in 2010. He specializes in investment management, 401(k) plans, deferred compensation plans, retirement income strategies, life and disability insurance, and estate planning strategies for individuals, business owners, and their employees. Ryan will help you create and execute a financial plan that is based on your specific objectives, and you will receive dedicated services to help you reach your goals. Ryan founded Scott Wealth Planning, LLC in 2019 so that he can operate as a team and provide more comprehensive service to his clients.

EDUCATION & CREDENTIALS: 

• Earned a Master of Science in Personal Financial Planning degree from the College for Financial Planning in 2022
• Earned a BA degree in Finance from Western Washington University in 2006
• Offering fee-based financial planning services through Principal Securities, Inc^.® 
• CERTIFIED FINANCIAL PLANNER™ Professional, granted by the Certified Financial Planner Board of Standards, Inc. in 2012 
• FINRA Series 7 & 66 securities registrations 
• Earned the Retirement Income Certified Professional, RICP^®, Chartered Life Underwriter, CLU^®, and the Chartered Financial Consultant, ChFC^®, designations from The American College of Financial Services^®  
• Earned the Accredited Portfolio Management Advisor, APMA^®, the Chartered Retirement Plans Specialist, CRPS^®, the Chartered Retirement Planning Counselor, CRPC^®, the Accredited Wealth Management Advisor, AWMA^®, the Accredited Behavioral Finance Professional, ABFP^®, the Master Planner Advanced Studies, MPAS^®, and the Chartered SRI Counselor, CSRIC^® designations from the College for Financial Planning. 
• Earned the Accredited Investment Fiduciary, AIF^®, designation from Fi360. 

Ryan is married with two children and enjoys family time, traveling, water sports, and snow sports.