Scott Ponder
Financial Advisor
CFP®
With over 30 years of financial services experience, CERTIFIED FINANCIAL PLANNER® professional Scott Ponder is an advisor in Allworth’s Campbell and Half Moon Bay offices. A devoted educator, Scott has taught investment management and financial planning classes for many years. He is also a member of the Financial Planning Association and even served as a co-program chair for the Northern California Financial Planning Association Conference. Scott’s initial career was not as an advisor, but he came to it both naturally and quite young. After graduating college, his first job was in Aerospace where he later earned an MBA. It was then that he decided to follow his interest in Finance. An award-winning winemaker, in his spare time, he loves hiking with his three dogs, cooking, skiing, travel, and jazz. Scott lives with his wife, Erin, in the coastal town of Montara.
Latest Insights
The Wealth Preservation Trap: When Playing It Too Safe Can Cost You
Protecting what you've built is a reasonable instinct. But taken too far, it can introduce the very risks you were trying to avoid.
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The Year-End Planning Myth: Why Your Most Important Financial Decisions Don't Happen in December
December is a useful checkpoint. But the decisions that actually shape long-term wealth rarely wait until the fourth quarter to matter.
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Charitable Giving Is Easy. Tax-Efficient Charitable Planning Is Harder.
Donating is simple. Building a giving strategy that's integrated, tax-smart, and aligned with your family's values? That takes intention.
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