Santa Barbara Downtown Wealth Management Team
CA Insurance Lic: #0A2215
- Click for the "real" me
- Click for the "professional" me
Scott Teter has been in the financial services industry since 1987. He continues devote his professional career to helping his clients address their investment and financial goals through a holistic approach all the while acting as a trusted Advisor. He collaborates with each client’s entire team of Advisors, including attorneys and CPA’s in order to create and implement a sound financial plan. Scott finds the collaborative team approach used at AmeriFlex® to be unique. “Our team offer solutions to individuals experiencing transitional life events.”
Scott holds a degree in Political Science with an emphasis in business from University of California at Santa Barbara. He currently holds FINRA Series 7, 63, 65 and 24 securities licenses including a California Life Insurance license.
In his spare time, Scott is an avid cyclist, surfer, skier, snowboarder and scuba diver. All sports he enjoys sharing with his three adult daughters. Scott looks forward to helping all of his clients achieve their preferred outcome.
Birthplace: I was born in Menlo Park, CA and moved down to go to UCSB and never left.
Favorite childhood memory: Family Ski trips to Tahoe with my two older brothers and twin sister in the winter and camping trips to trinity lake in the summer.
Hobbies: Adrenalin sports - Skiing and snowboarding (I have been skiing since I was 3 years old. Road and mountain biking. Surfing, stand up paddling and scuba diving I love the ocean. Most recently I took up kiteboarding.
Passions: I am passionate about creating and preserving wealth for my clients. Knowing that I am helping them retire comfortably is very rewarding.
Family Life: My three beautiful daughters who have grown up to be successful, productive members of society is what I am most proud of.
Favorite quote: "Risk comes from not knowing what you're doing."
- Warren Buffett