New August Newsletters

Be Careful About Cashing Out
When leaving a job, what you could do with the assets you’ve accumulated in your employer-sponsored retirement plan.

Meet the Greeks: Alpha and Beta
This article explains how alpha and beta measures can be used to compare investments.

Catch Up for a More Comfortable Retirement
Workers aged 50 and older can give their retirement savings a boost by taking advantage of catch-up contributions.

Small Business Owners Deserve a Vacation
Some tips for fitting a personal vacation into business plans and helping the business run efficiently.

Experience U.S. National Parks by Volunteering
This article explores ways to enjoy a relatively inexpensive outdoor vacation



Scott Lowe, CFP®
First Vice President – Investments


Scott is a First Vice President-Investments with Wells Fargo Advisors and has been working with individual investors for more than 30 years. He uses his extensive personal and professional experience in all areas of investment planning to help you pursue your goals. He holds multiple professional designations and is registered to provide a variety of financial products and services to you.

As a financial professional and an active member of the community, Scott is dedicated to helping individuals and businesses build their financial futures. To stay on top of his field and develop his professional skills, he regularly attends industry training and certification programs.

Academic achievements include a bachelors degree in Business Administration from Western Kentucky University. In 1986 he was also awarded the CERTIFIED FINANCIAL PLANNERTM certification through the College for Financial Planning in Denver, CO.

Scott's education, experience and professional affiliations have fostered his practical approach to offering financial services and advice to his clients. Maintaining a strong sense of community and a solid professional foundation are very important to him. Scott is involved in numerous local civic groups and charitable, non-profit organizations.

CA Insurance License #0B64719