Scott McClatchey

Senior Wealth Advisor, CFP®

Scott joined Ballast Rock Private Wealth (BRPW) as a Senior Wealth Advisor and CFP® (Certified Financial Planner) in October 2023. At BRPW, Scott specializes in financial planning, wealth management, and investment strategies for accredited individuals, families, professionals, business owners, and company executives. He became a CFP® in 2011, enabling him to offer a broader array of services spanning investments, insurance, retirement planning, estate planning, and tax mitigation strategies. 2019 through 2024 Scott has won the Five Star Wealth Manager award from Five Star Professional.

Scott began his financial services career in 2006 as an independent financial advisor with Raymond James Financial Services. In 2007 he co-founded Alliance Investment Planning Group along with three partners and specialized in providing investment strategies, retirement planning, and insurance services, then in 2017 joined WWM Financial as a wealth advisor and CFP®.

Prior to entering the financial services industry, Scott had a twenty-two year career as a systems engineer and business/management specialist in the satellite communications and services industry. His tenure spanned Hughes Electronics, Ball Aerospace, DIRECTV, and XM Satellite Radio where he provided business development, technology consulting, advanced products development, and marketing following an initial stint as a communications systems engineer. His degrees include Bachelor’s and Master’s degrees in Electrical Engineering from the University of Illinois and a Master’s in Business Administration (MBA) from UCLA.

Scott likes to stay active by volunteering and giving back to his community. He served as president of both the local Kiwanis Club and Public Broadcasting Board while in Carbondale, and he is currently active with The Rotary Club of Carlsbad, the Financial Planning Association (FPA), and the Carlsbad and Encinitas Chambers of Commerce. Scott is also president of North Coast Business Group, a networking and referral organization in North San Diego County. Scott is an avid reader, jogger, dog lover, devoted husband and father, craft beer enthusiast, music lover, life-long learner, and space junkie. He has been married for 40 years and has 2 adult children. He and his wife live in North San Diego County.