Scott Slater
Associate Planner
Scott has an
enthusiastic interest in helping people achieve their goals. He earned
a bachelor’s degree in business from California State University, Los
Angeles in 1987. He used that education along with his skills working
with glass to own and operate a successful glass company working with
clients such as Paramount studios, Universal studios, Macy’s, and
colleges such as Cal Tech and Cal Poly Pomona. He sold his glass
company in 2004 and moved to St. George the following year. He is using
this successful business experience to add to his practice in fee-based
financial consulting.
Scott is currently enrolled in the program of study leading to the Certified Retirement Financial Advisor (CRFA) designation.
Scott
is also a Registered Investment Advisor Representative of Aria Asset
Management, LLC. (Aria Asset Management is not affiliated with Brock
and Associates, LLC).
Scott also has extensive first-hand
experience as an investor in real estate, both commercial and
residential. He has had experience in 1031 exchanges, eminent domain
issues, rentals, and subdivision development. He understands fully the
difficulties that come along with investing in real estate and the type
of attention required by this type of investment.
He enjoys
finding solutions to problems and that drives him to continually
develop his knowledge and skills in financial and tax related issues.
Very personable, he looks forward to making a difference in people’s
lives here in southern Utah.
Scott has been married to his
beautiful wife, Valeria, for 9 years, and they are the parents of two
daughters, Marie, age 5, and Grace, age 3.
Scott also has three
older daughters. Michele is serving her 4th year in the Air Force;
Sarah is a senior at Azusa Pacific University majoring in elementary
education; Natalie is a senior at Cal Poly Pomona majoring in animal
husbandry.