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Scott Hanson

Co-Founder and Vice Chair

Scott Hanson is a founding principal and Vice Chair at Allworth Financial. A nationally recognized financial expert, he’s been named to Barron’s list of the Top 100 Independent Wealth Advisors (1) in America numerous times and has been listed as one of the 25 most influential people in the financial services industry nationwide.(✢)

For over 28 years, Scott has co-hosted Money Matters, a call-in, financial topic radio program and podcast, making it one of the longest-running shows of its kind in America.

A frequent guest columnist for several national financial publications, Scott is the author of Personal Decision Points: 7 Steps to Your Ideal Retirement Transition (2016), Personal Decision Points: 7 Steps to Your Ideal Retirement Transition 2nd Edition (2021), Money Matters: Essential Tips & Tools for Building Financial Peace of Mind (2006), and the co-author of Investment Advisor Marketing: A Pathway to Growing Your Firm and Building Your Brand (2013).

In 2004, Scott and Pat McClain founded Liberty Reverse Mortgage, which was later acquired by Fortune 500 Company Genworth Financial and is now one of the largest reverse mortgage companies in the country.

In 2010, Scott was recognized as the Outstanding Philanthropist by the Association of Fundraising Professionals, California Capital Chapter, and has received the Distinguished Alumni Award from his alma mater, California State University, Chico. It 2021, he was recognized by InvestmentNews as one of the 10 “Icons and Innovators” of the financial services industry nationwide. In 2019, Scott was the inspiration behind the founding of Allworth Kids, which has provided laptops, overnight kits, and financial assistance to over 200,000 foster kids to date.

Scott and his wife Valerie reside in El Dorado Hills, CA and have four children.

Education and Certifications

Who I work with

What guides my approach

Scott Hanson is a founding principal and Vice Chair at Allworth Financial. A nationally recognized financial expert, he’s been named to Barron’s list of the Top 100 Independent Wealth Advisors (1) in America numerous times and has been listed as one of the 25 most influential people in the financial services industry nationwide.(✢)

For over 28 years, Scott has co-hosted Money Matters, a call-in, financial topic radio program and podcast, making it one of the longest-running shows of its kind in America.

A frequent guest columnist for several national financial publications, Scott is the author of Personal Decision Points: 7 Steps to Your Ideal Retirement Transition (2016), Personal Decision Points: 7 Steps to Your Ideal Retirement Transition 2nd Edition (2021), Money Matters: Essential Tips & Tools for Building Financial Peace of Mind (2006), and the co-author of Investment Advisor Marketing: A Pathway to Growing Your Firm and Building Your Brand (2013).

In 2004, Scott and Pat McClain founded Liberty Reverse Mortgage, which was later acquired by Fortune 500 Company Genworth Financial and is now one of the largest reverse mortgage companies in the country.

In 2010, Scott was recognized as the Outstanding Philanthropist by the Association of Fundraising Professionals, California Capital Chapter, and has received the Distinguished Alumni Award from his alma mater, California State University, Chico. It 2021, he was recognized by InvestmentNews as one of the 10 “Icons and Innovators” of the financial services industry nationwide. In 2019, Scott was the inspiration behind the founding of Allworth Kids, which has provided laptops, overnight kits, and financial assistance to over 200,000 foster kids to date.

Scott and his wife Valerie reside in El Dorado Hills, CA and have four children.

“I love meeting new people and I love mathematics. Financial planning is a blend of the two. After three decades in this profession, what I’ve really enjoyed is helping people accomplish those things in life that are meaningful to them. At this point in my career, it’s watching others on my team grow personally and professionally.”

- Scott Hanson, Allworth Co-Founder and Vice Chair

More About Scott:

An outdoor and endurance sports enthusiast, Scott is an active skier, hiker and trail runner.

He has completed:

  • The Western States 100-mile endurance run
  • The Iron Man triathlon
  • Numerous marathons
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About Allworth

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30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better — because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.

You get a financial ally for life.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9