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    Scott T. Hanson

    Co-Founder and Vice Chair

    Scott T. 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 Advisors1 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 Best Work With

    What Guides My Approach

    Scott T. 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 Advisors1 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 T. 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

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      Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.

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      1Barron’s 2024 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.

       2 Retention Rate Source: Allworth Internal Data, FY 2022

      3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 

      4 As of 7/1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $22.5 billion in total assets under management and administration. 

      5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 

      6  2021 Value of an Advisor Study / Russel Investments

      7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

      8 USA Today Best Financial Advisory Firms 2024. The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.

      9 NBRI Best in Class Ethics 2023. The Best in Class level is bestowed upon clients performing at or above 90 percentile of the NBRI ClearPath Benchmarking Database.

      ✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

      ✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

      †Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

      Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

      Important Information

      The information presented is for educational purposes only and is not intended to be a comprehensive analysis of the topics discussed. It should not be interpreted as personalized investment advice or relied upon as such.

      Allworth Financial, LP (“Allworth”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of the information presented. While efforts are made to ensure the information’s accuracy, it is subject to change without notice. Allworth conducts a reasonable inquiry to determine that information provided by third party sources is reasonable, but cannot guarantee its accuracy or completeness. Opinions expressed are also subject to change without notice and should not be construed as investment advice.

      The information is not intended to convey any implicit or explicit guarantee or sense of assurance that, if followed, any investment strategies referenced will produce a positive or desired outcome. All investments involve risk, including the potential loss of principal. There can be no assurance that any investment strategy or decision will achieve its intended objectives or result in a positive return. It is important to carefully consider your investment goals, risk tolerance, and seek professional advice before making any investment decisions.