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
The Emotional Side of Estate Planning: Preparing Your Family for the Future
Planning for your wealth's future involves more than just legal documents—it’s about creating a lasting legacy that your family understands and can …
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The Myth of Market Timing: How Emotional Investing Can Lead to Poor Outcomes
Is your ‘gut’ in charge of making investing decisions for you? Here’s why that’s a bad strategy.
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The Top 6 Tax Planning Mistakes High-Net-Worth Investors Make (And How to Avoid Them)
Explore some of the most common tax planning missteps high-net-worth investors face—and discover strategies for optimizing your wealth.
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