Scott Cheo, CFP®
Executive Wealth Advisor
LPL Registered Rep
CA Insurance Lic #0F38970
Scott Cheo brings two decades of experience in the financial industry, starting his career in 2005 and specializing in wealth management for high-net-worth and ultra-high-net-worth families since 2009. His expertise was honed at respected institutions such as Wells Fargo and Charles Schwab, where he provided tailored financial strategies to help clients pursue their goals.
As an Executive Wealth Advisor, Scott is committed to helping clients navigate the complexities of wealth management with a focus on understanding their unique needs and delivering exceptional service.
Scott earned a Bachelor of Arts in Psychology from the University of California, Irvine, which informs his personalized approach to financial planning. He holds the following licenses and certifications:
- Certified Financial Planner™ (CFP®)
- Series 7, 66, and 63 Licenses, through LPL Financial
- California Life Insurance License
Beyond his professional achievements, Scott finds joy in spending time with his wife of over 20 years and their eight children. A fan of Marvel Entertainment and the Los Angeles Angels, he also enjoys staying active by playing pickleball in his leisure time.