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 San Jose 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
What’s Your Passion? How Collecting Shapes Identity, Legacy, and Investment Strategy
Collecting is often born from love. But for many high-net-worth individuals, it needs to be thought of with as much care and planning as any other …
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The Mirage of Complexity: Is Your Portfolio Diversified… or Just Overengineered?
Your investments might look and feel like they’re diversified. But what happens when you look under the hood?
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How to De-Risk a Concentrated Stock Position: 3 Steps for HNW Investors
Does a single stock dominate your portfolio? That comes with big risks. Here’s how to start diversifying with purpose and precision.
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