Scott R. Frank, CFP®, CFA Stone Steps Financial
- 533 Second Street, Suite 207, Encinitas, CA 92024
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.
Education Please find our first video in which we break down planning topics to help you understand financial tactics and strategies you may employ in your life. In this week’s video, we look at what a backdoor Roth Contribution is, how it is done, and we also discuss the pro-rata rule. Financial Updates A friendly […]
The post Backdoor Roths, Quarterly Taxes, and Deep Work first appeared on Financial Advisor | Encinitas, CA | Stone Steps Financial.
A new format for the blog. Education We believe one of our key roles is to help educate you about financial topics in plain english. Expect to see content from Stone Steps or links to resources that we find helpful to explain core financial planning concepts. A little over a year ago, Scott created a […]
The post Education, Updates, and Resources first appeared on Financial Advisor | Encinitas, CA | Stone Steps Financial.
Financial planning done well, allows you to align your money with your life. Money is a tool. We want to use it optimally. So before we determine what we should do with your money, it is vital that we take time to focus on what matters most in your life. At Stone Steps, we […]
The post What is the EVOKE process? first appeared on Financial Advisor | Encinitas, CA | Stone Steps Financial.