SCOTT MALBASA, CFP®, J.D.

ADVISOR
Scott Malbasa, CFP, J.D. Advisor at Cordant Wealth Partners

Scott is an Advisor at Cordant Wealth Partners. He contributes regularly to Cordant’s blog and routinely presents on topics related to financial planning. Scott is also the host of the “Your Best Financial Life” podcast, which seeks to answer questions around finances that most often give people anxiety.

In 2017, Scott earned the Certified Financial Planner designation. Prior to joining Cordant, Scott was a Criminal Defense Attorney in Cleveland, Ohio. He has a Bachelor’s degree in English from Loyola Marymount University and Juris Doctorate from Case Western Reserve University. He is an inactive member of both the Ohio and Oregon Bar Associations.

"There is no question that working with clients to develop their financial strategy is rewarding, but even more enjoyable is implementing that plan and seeing their goals in life actually come to fruition."  - Scott Malbasa

My Role on the Cordant Team

My favorite part of being an advisor is getting to watch clients achieve their financial objectives. Doing this means creating a plan to achieve those goals, and then committing to and executing on that plan. While both pieces of the process are complex, in my experience, the execution phase proves most difficult for people to do on their own. However, it’s the execution I enjoy most because when we help clients to execute on their plans, we get to witness the results and celebrate along with them.

As an Advisor at Cordant, most days you will find me:

  • Ensuring client needs are being met
  • Delivering accurate straight-forward advice using the Cordant Wealth Process
  • Meeting with clients and following-up on client-related action items
  • Modeling client data in our financial planning software
  • Proactively working with our client’s attorney and CPAs

When not at work, I am enjoying time with my wife and two kids, and on a weekend you will likely find us running, hiking and biking in various parts of the city.

 

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