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
When Life Changes, So Should Your Plan: A High-Net-Worth Guide to Financial Transitions
No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …
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‘No’ Is Not a Dirty Word: Setting Boundaries with Wealth
Wealth can open many doors—but it can also make it harder to say 'no.' Explore how high-net-worth individuals can set clear, confident boundaries …
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8 Wealth Preservation Strategies for High-Net-Worth Investors
In unpredictable markets, protecting your wealth requires more than caution—it demands a sophisticated, strategic approach. Here are eight ways to …
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