Scott is a Senior Advisor at Cordant Wealth Partners. He routinely presents webinars and in-person on topics related to financial planning.
Scott is the President-Elect and Programs Director of the Financial Planner Association ("FPA") of Oregon and Southwest Washington.
In 2017, Scott earned the Certified Financial Planner designation. Prior to joining Cordant in 2014, 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 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.
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.
Cookie | Duration | Description |
---|---|---|
cookielawinfo-checkbox-analytics | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics". |
cookielawinfo-checkbox-functional | 11 months | The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". |
cookielawinfo-checkbox-necessary | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary". |
cookielawinfo-checkbox-others | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. |
cookielawinfo-checkbox-performance | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance". |
viewed_cookie_policy | 11 months | The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data. |
Download the whitepaper to learn how to maximize your comp from RSUs, ESPPs, Options, and other valuable employee benefits.
"*" indicates required fields
Are you a tech employee with various forms of compensation? Our latest guide highlights how you can maximize your compensation from RSUs, ESPPs, Options, and other valuable employee benefits.
"*" indicates required fields
*Privacy policy: we hate SPAM and promise to keep your email address safe.
Don’t Miss out
Subscribe to Newsletter
Be the first to get latest updates and exclusive content
straight to your email box!
Give it a try, you can unsubscribe anytime.