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Scott Dawson, CFP®

Scott Dawson, CFP®
Scott Dawson, CFP®

Scott joined Mosher & Ellis in 2000. He graduated with a M.S. degree in Finance from Golden Gate University and B.S. in Business Administration with concentrations in Finance, International Business, and Banking from San Francisco State University. Scott holds the Certified Financial Planner (CFP®) designation, and is a registered representative of American Investors Company. He is a member of the Financial Planning Association (FPA®) and has served as President of a local Toastmasters International club.

Scott has spoken to the public on various financial planning issues, and his daily M&E responsibilities include meeting with clients, completing investment and allocation research on 401k and other retirement plan choices, account processing, and analysis and research for financial planning projects.

Prior to joining Mosher & Ellis, Scott worked with a pension consulting firm establishing retirement plans, such as 401k plans, for businesses and performing ongoing plan compliance. He also prepared individual tax returns for three years.

When not working, Scott enjoys spending time with family, managing and playing with an adult soccer team based in Orinda, surfing around the world especially warm tropical waters, and traveling internationally and domestically.

Financial Planning and Investment Management for Professionals
"Creating Prosperity by Design"

Contact Us

Mosher & Ellis
3658 Mt. Diablo Blvd
Suite 210
Lafayette, CA 94549
Phone: (925) 284-9470
Fax: (925) 284-9492