Scott Gordon is an institutional retirement plan and wealth management financial advisor based in Folsom, CA.
CAPTRUST welcomed Scott to our team in 2021. He has over 30 years of professional experience providing business and investment planning to corporate retirement plans, foundations, and high-net-worth individuals. Scott aims to enrich lives through sound investment advice. He helps clients reach their financial goals with disciplined strategies and unwavering commitment to service.
Scott joined our team from Pacific Investment Consultants—an independent advisory firm—where he was founder, partner, a senior wealth advisor, and a member of the Retirement Plan Advisory Program. Prior to Pacific Investment Consultants, Scott was a senior financial advisor at London Pacific. He began his career as a senior accountant at Hanson Kushner and Company.
He earned his certified public accountant designation after graduating with a Bachelor of Arts degree in business economics with an emphasis in accounting from the University of California, Santa Barbara. He holds the designation of Accredited Investment Fiduciary (AIF®) and is part of a prestigious network of professionals dedicated to advancing fiduciary responsibilities.
Away from the office, Scott enjoys spending time with his wife, Yvette, and their children, Chase, and Ella. Scott also squeezes in a round of golf whenever possible. He is passionate about community service and is a member of the Sutter Medical Foundation Board of Trustees.
Education
- Bachelor of Arts degree in business economics from the University of California at Santa Barbara
Industry Designations
- Accredited Investment Fiduciary®
Industry Involvement
- Board of Trustees, Sutter Medical Foundation — Sacramento, CA
- Past Member, California Society of Certified Public Accountants
- Past Member, American Institute of Certified Public Accountants
- Past Committee Member, California Society of Certified Public Accountants Estate and Financial Planning
Awards & Recognition
- NAPA Top DC Advisor Teams | 2021, 2022, 2024, and 2025 (CAPTRUST Sacramento)
Disclosures
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA).
- CAPTRUST’s ranking on “Barron’s 2024 Top RIAs list” was based on both qualitative and quantitative data, including assets managed, technology spending, and staff diversity, along with other metrics, as of June 30, 2024. CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking
- CAPTRUST teams named on the “Barron’s 2025 Top 100 Institutional Consulting Teams” ranking were evaluated using a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please click here.
- CAPTRUST’s ranking on the “Financial Advisor magazine’s 2025 RIA Discretionary & Non-Discretionary ranking” was based on CAPTRUST’s total assets as of December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but does pay a licensing fee for the use of the award logo.
- CAPTRUST advisors named on the “PLANADVISER Magazine 2026 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics, as of Dec. 31, 2025. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Neither CAPTRUST nor its advisors paid a fee to PlanAdviser to obtain or use the ranking.
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA). Neither CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST advisors named on the “NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list” were based on a combination of data submitted by the nominees including the following: Plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST’s ranking on the “Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.” by Crisil Coalition Greenwich for 2025 was based on interviews conducted between February and September 2024 by Crisil Coalition Greenwich. They held interviews with 699 individuals from 563 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Neither CAPTRUST nor its advisors paid a fee to Crisil Coalition to obtain or use the ranking.