Castroville

* Awarded to top 5% of Service Providers in specific category and market

Scott Thompson is a CERTIFIED FINANCIAL PLANNER™ that services Castroville area.

As a personal financial advisor and CFP®, Scott works extensively in assisting high net worth individuals, such as corporate executives, professionals, and retirees, manage their wealth while working to properly allocating their portfolios. Handling a client’s financial needs encompasses not only investments but insurance, disability/long-term care planning and other important issues that most everyone will face during their lifetime. Following the longstanding philosophies of LPL Financial, Scott works to ensure that the client’s interests come first and foremost. He has created a business model that focuses around the cornerstones of a client’s financial needs: estate attorney, CPA, and a financial planner. These three separate professionals plot the course based on a client’s goals and needs.

16170 Jones Maltsberger Rd Suite 102
San Antonio, TX 78247
Phone: (210) 491-2319
Fax: (210) 349-9983
Email: scott@clipperwealth.com

*CPA and Legal Services are not offered by Clipper Wealth Management or LPL Financial.