Scott is a Certified Financial Planner (CFP®) and Managing Partner/CEO of BetterWealth in San Jose, CA. Scott understands the unique challenges professionals and families face trying to maximize their wealth and life. Scott is an educator at heart and by trade and enjoys making complicated things easy to understand, enlightening his clients through
education and transparent advisory.
As a Certified Financial Planner (CFP®) and founder of Abbs Advisors, Dave specializes in investment management, retirement planning and employee benefits for a select group of clients including professionals, pre-retirees, retirees, and small businesses. Dave has been working with clients in the Great Lakes Bay Region since 1981, providing independent unbiased no strings attached financial advice. He provides educational seminars and workshops several times a year both for his clients and their tax advisors. Dave and his staff are committed to providing his clients with the best possible service they can find anywhere.
As President of Rogers Tax Advisory Group, in his role of Personal Financial Trainer, Jerry has been assisting families for over 30 years. Jerry started his career as an Account Executive at a full service investment brokerage firm and later moved into advising individuals as a Personal Financial Officer at a local savings bank. He started his own independent Investment Advisory firm in 1988. He has published articles on retirement investing in the Charleston Post and Courier and has been featured in the Dow Jones Investment Advisor magazine. Over 50,000 people have heard him on “WTMZ’s Senior Moment”.
As Managing Director of Atlas Wealth Advisors. Kyle works with families to help them develop comprehensive financial solutions to build, protect, and distribute their wealth based on their personal objectives. Atlas was founded to provide counsel and clarity to help clients make better financial decisions so they can live how they want now and create meaningful legacies for the people and institutions they care about.