Scott Frank is the founder of Stone Steps Financial, a financial planning and investment management firm located in Encinitas, CA that helps families and professionals align their money with life. He is passionate about pursuing a life-long learning model in order to best serve his clients and holds the Chartered Financial Analyst (CFA), Certified Financial Planner™ (CFP®), and Registered Life Planner (RLP) designations. Scott was named to Investment News 40 under 40 in 2019 and has contributed to numerous articles on personal finance for the Los Angeles Times, CNBC, the Washington Post, and USA Today. When he’s not helping clients pursue their financial goals, you’ll find Scott co-hosting, Real Personal Finance, where he and another financial advisor break down listener’s personal finance questions into easily digestible answers, training advisors the EVOKE process at Kinder Institute of Life Planning, surfing, or hanging out in Cardiff, where he lives with his wife and two boys.
Scott is an Assistant Trainer for the EVOKE Life Planning Training, The Seven Stages of Money Maturity Training, and Life Planning Mentorship.
English Speaking.
