Scott Yang

Financial Advisor

CFP^®

With over 20 years of financial sector experience, CERTIFIED FINANCIAL PLANNER™ professional Scott Yang is an advisor in Allworth’s San Jose, California, office. A licensed CPA, before embarking on a career as an advisor, Scott worked in finance and accounting at several world-renowned firms, including Sun Microsystems, Symantec, and the accounting giant, Deloitte & Touche. A former president of the Financial Planning Association’s Silicon Valley Chapter, and a chapter president of Toastmaster’s International, in his spare time, Scott enjoys playing tennis and spending time with his wife and two children, Tyler and Katelyn.

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About Allworth

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%

client loyalty 25,000+ Clients²

years in business $26 Billion AUM⁴

14th Ranked RIA Barron’s¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

Scott Yang

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