Scot Landborg is Co-founder, Partner, and Senior Wealth Advisor for Sterling Wealth Partners in Tustin, California. Scot started working as a financial planner 16 years ago with a desire to help those closest to him get quality financial advice. That commitment to serve blossomed into a robust financial planning practice with a national reach. Since the beginning of his career, Scot has consistently worked for independent financial planning firms so he can apply his commitment to serve his clients as an investment fiduciary and put his clients’ interests first. His philosophy is to advise each client with the highest level of dignity, respect, and professionalism and to only make recommendations that he would make for his family.
Scot is a former co-host of a nationally syndicated radio show – Smart Money Talk Radio and was a Senior Wealth Strategist and head of the investment committee for one of Orange County’s premier wealth management firms for the six years prior to forming Sterling Wealth Partners. His additional experience includes roles as CEO of Bradley Investments and Briggs Development. Besides his role at Sterling Wealth Partners, Scot is currently CEO of Scot Strategy, Inc.
Scot has extensive experience in retirement planning, income planning, Social Security planning, tax strategy, charitable planning, business strategy, retirement plan development, and financial estate planning. Scot is a licensed investment advisor representative (Series 66), securities licensed (Series 7), and insurance licensed.
Scot is married to his wife, Shannon, and they have a new baby boy. They enjoy travel, especially trips to Scot’s childhood home in Minnesota and to the Caribbean where he was married.