Scott Allen is the Founder & President of WealthPath Financial. He and his wife Kaori live in Mapleton, UT and are the parents of 6 children and the grandparents of 8 grandchildren. He has over 28 years of investment experience, starting as a Financial Advisor with Merrill Lynch in 1997.
WealthPath Financial was founded in 2019 by Scott to help show people that there's a better way to invest. As an independent financial advisor, he is free to use the best research and tools in the industry with the intent to serve his clients without the conflicts of interest that may arise at investment banks.
As a Certified Financial PlannerTM, Scott begins every client relationship by understanding the client’s goals and resources. He's recognized as someone who can simplify complicated investment ideas and takes time to verify investors are aligned with the objectives of their financial plan and what's being implemented on their behalf.
Scott graduated from Brigham Young University with a BA in Japanese, and an MBA in Finance. He loves traveling, long distance running, golfing, and researching investments. He holds the following designations: Certified Financial PlannerTM, Certified Investment Management Consultant®, Certified Retirement Planning Counselor® and Certified Plan Fiduciary Advisor.