Scott Andersen

Wealth Management Advisor

Scott began his career in the financial services industry in 2001 with Morgan Stanley Dean Witter.  He later joined Wedbush Securities in 2006 and continued to build his practice until joining Rubicon Advisors and  LPL in February 2023.  As a Charted Retirement Planning Counselor (CRPC), Scott aims to help everyone plan and prepare to have a confident retirement.  He assists with wealth asset management, retirement planning, education funding, Social Security education and various life and long term care insurance needs.  A long-term resident of Placer County, Scott grew up in Auburn, graduated with a Bachelors degree Business with concentrations in Finance and Insurance.  He resides in Rocklin with his wife Liz, daughter Samantha, Charlie the Sun Conure, a pond full of koi and 2 fur children Marko and Rocko.  An avid tennis player, he plays competitive league play through USTA and will make time for his other passion golf.  Never one to relax, he enjoys wood working, traveling, live concerts and karaoke when he has some spare time.  

 

Phone 916-277-0948
Fax 707-205-4822