Scott Yang
Financial Advisor
Designations: 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.
Education and Certifications
Who I Best Work With
What Guides My Approach
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.
More About Scott:
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.
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30 Years in Business
$22.5 billion AUM4
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