Scott R. Frank, CFP®, CFA Stone Steps Financial

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About Scott R. Frank, CFP®, CFA

I’m the founder of Stone Steps Financial, a firm created to help young professionals and families, like my own, understand their financial lives and position themselves to reach their fullest potential.  I do this job because I love it.  I truly enjoy taking complex issues and helping clients understand them.

I live in a little beach town, Cardiff by the Sea, just north of San Diego with my wife, Amanda, our son, Lucas, and our dog, Maddie.  When I’m not geeking out on financial news or white papers you’ll find me surfing with friends (Stone Steps is named for a surf break just a few minutes north of my house), running along the Pacific Coast Highway, or spending time with my family.  I strongly believe in giving back to my community and currently serve on the board at Hanna Fenichel Center for Child Development.

My mission is to help you and your family as soon as possible in order to help you avoid the financial missteps that so many others make as they receive their financial education from the school of hard knocks. I’m here to serve and guide you along your own path, towards a life of financial freedom.

I am highly trained in the fields of financial planning and investment management having earned the Certified Financial Planner (CFP) designation as well as the Chartered Financial Analyst (CFA) charter in addition to nine years of experience at nationally recognized firms. I am well suited to help you and your family because I am in a similar position.  My wife, Amanda, and I are working toward our high earning years in which wealth starts to accumulate and I know first hand how important it is to set yourself, and your family, up for financial success now.

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Ideal Clients

  • Generation X
  • Parents
  • Working Families
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $100/month + $1,000 upfront
  • AUM: 0.9%

SEC Records

States Registered

  • California

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