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

Contact this advisor

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.

Contact this advisor

Recently Published

What is the EVOKE process?

May 17, 2019

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 […]

Read the full post →

Financial Life Planning = Financial Planning Done Right

May 1, 2019

Since I began my career as a financial planner, I have always been searching for the best way to help clients plan and take action so they can live their ideal life. Traditional Financial Planning Traditional financial planning was where I started since that is how I was trained.  In traditional financial planning, we look […]

Read the full post →

4 Fool-Proof Ways to Negotiate a Higher Salary

September 14, 2016

Negotiating a higher salary is one of the most effective ways to maximize your lifetime earnings potential. Negotiating your salary before accepting a new position increases the amount of income you will earn in your new role as well as future ones. If you are renegotiating your salary at an existing company, the same advice […]

Read the full post →

Visit the blog →

Ideal Clients

  • Dual Income Family
  • Gen X
  • Parents
  • 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