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SCOTT BRUBAKER, CFA

Wealth Advisor & Partner

With an extensive background in finance, Scott Brubaker joined Hayashi Wayland in 2013. Scott is a CFA Charterholder and is a member of the CFA Institute. The CFA designation is globally recognized and attests to a Charterholder’s success in a rigorous and comprehensive study program in the field of investment management and analysis.

 

Scott Specializes in:

  • Holistic financial planning

  • Tax aware investment strategies

Scott is Known for:

Being dependable, honest and easy to work with. His approach to success has been to create strong relationships with partners and clients by being transparent and straightforward while achieving the desired result.

Scott Works with:

Investors who like to dig into the details, as well as, clients who simply ask that their risk tolerance be matched with the appropriate portfolio. Either way, all clients get his full attention and consideration for the appropriate investment opportunities.

Scott's Best capabilities are:

Finding a solution to complex issues. Scott finds satisfaction in finding the resolution to a problem and setting clients on a path to success.

What he likes most about his job:

He feels great satisfaction in helping clients find comfort in preparing for retirement. Helping people understand the risks of investing and creating a personalized investment plan that they are comfortable with, makes his work not a job, but rather a satisfying career.

Scott's background:

Scott’s financial career brings a unique perspective to clients. He was employed with CNA Financial for nine years as an underwriter in the Corporate Governance Department. He performed fundamental analysis for Fortune 500 companies assessing the business model, financial stability and how management’s decisions affect shareholder value.

Community-minded:

Scott is involved in several not for profit organizations.


Professional Affiliations and Credentials:

  • Licensed with the Financial Industry Regulatory Authority (FINRA)

  • Chartered Financial Analyst (CFA®)

 

Education:

  • BA in Organizational Studies from University of California at Davis

 

What you may not know about Scott:

After work, Scott pursues his passion for sailing. He belongs to the Monterey Peninsula Yacht Club. A devoted family man, he can also be found with his wife, and three children enjoying biking, hiking and camping.

© Copyright 2021 Hayashi Wayland Investment Services, LLC. All Rights Reserved | Disclosures

 

Hayashi Wayland Investment Services. (“HWIS”) is a California registered investment adviser firm. Such registration does not imply a certain level of skill or training.  For a copy of HWIS’s current Form ADV that includes a description of our services provided, fees charged, and other important information, please click hereHWIS may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where HWIS is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.  For additional important disclosures, please click here.

CARMEL OFFICE
26515 Carmel Rancho Boulevard, Suite 100
Carmel, CA 93923

info@hw-invest.com

(831) 759-6300