Broker Check
Scott Manley,CMFC®

Scott Manley,
CMFC®

Wealth Manager

I became a financial advisor because I enjoy building strong, long-term relationships with kind people, and helping them achieve their goals and dreams. I have always been a planner, starting with my younger years as an engineer and manufacturing manager. I apply those years of experience to build client portfolios, serve our clients, and plan educational and fun client events. I watched my wife Elaine make a huge, positive influence in the lives of her clients for many years. Seeing Elaine's impact on her clients inspired me to become a financial advisor and I joined her in the year 2000.

Since then, I have become the Chief Investment Officer for the firm. I apply my experience and skills in analysis and engineering to lead our Investment Team, which implements investment strategies for our clients. I have used my years of experience in management to build an amazing team dedicated to providing exceptional service to our clients.

I grew up in Green Bay, Wisconsin, and I’m a big Green Bay Packers fan. I have also come to love our local San Francisco 49ers. My years going to Green Bay Packer games taught me how much fun it is to have a tailgate party in the parking lot before a game, and we've brought that tradition to our client events at the 49ers football games. I also love to go on cruises, and I already have a plan for the trips we will take in the years ahead.

I believe strongly that it is important for everyone to enjoy the journey through their entire life, including myself, family, and friends. When I meet with our clients, I remind them regularly and do everything I can to help them enjoy the journey.

In 2023 I co-authored with Elaine Manley a book to share key learnings and wisdom from our many years of financial planning experience to help enrich your life and your retirement years.

Think Big! Dream Big!
We wrote this book to help people make the transition from working full-time, to the next phase of their life, no matter what that next phase may be.

If you are ready to transition from the working career phase to the next phase of your life, you may want to explore Enjoy the Journey: Successful Retirement Strategies and Stories.

"We believe you can retire with more clarity and confidence than you ever thought possible."
- Elaine & Scott Manley


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CMFC™ Certification, College of Financial Planning, Since 2010

Master of Business Administration - MBA, University of Wisconsin-Madison, 1984

Bachelor of Science - BS, University of Wisconsin-Madison, 1982

Scott's California insurance license number is 0C96859.