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Scott Gordon, AIF®, IPFC

Scott Gordon, AIF®, IPFC

Principal,
Financial Advisor

Financial Advisors

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 was awarded the Accredited Investment Fiduciary (AIF®) certificate and the Institutional Plan Fiduciary Consultant designation 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
  • Institutional Plan Fiduciary Consultant

Industry Involvement

  • 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
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