Scott A Yi, CFA®

Wealth Advisor

Scott has been in the financial services industry since 2005, providing strategies for high net worth individuals, their families and their businesses to help them pursue their short- and long-term financial goals. His clients turn to him as their trusted personal CFO and key advisor in all financial matters helping them define and achieve their goals, creating a customized investment plan, conducting ongoing reviews to keep track of their progress and fine tuning when needed. He provides advice using a goals-based planning coupled with proactive investment management and alternative investments.

His thoughtful approach is driven and committed to providing a fresh perspective for each client’s needs. Scott strives to consistently add value to his client relationships, managing various aspects of their financial life that deliver solutions to manage, grow and protect their assets.

Scott has earned the Chartered Financial Analyst® (CFA® charter) designation and is a member of the CFA Society San Francisco. Scott has a Bachelor’s degree in Economics from California State University, Fullerton.

Scott and his wife, Anastasia, have two kids and reside in Monterey County. He serves as Vice President for the Monterey County Youth Museum. In his free time, he enjoys mountain biking, hiking, playing basketball and spending precious time with family and friends.