Scott Christensen
Wealth Advisor, CFP®
Scott is originally from Eastern Washington and joined the Merriman team in 2018. He is a CERTIFIED FINANCIAL PLANNER™ professional and received his Bachelor of Science from Brigham Young University-Idaho, where he majored in business management with an emphasis in finance.
At Merriman, Scott helps our advisory team with the financial planning process by performing portfolio analyses and maintaining investment plans. He plays an integral role in supporting the advisory team, to help ensure our clients are taken care of.
Prior to joining Merriman, Scott worked as a tax advisor at H&R Block. Here, Scott learned the importance of tax planning as part of an overall financial planning strategy and found his passion working with clients based on the relationships he was able to develop. He enjoys helping people find solutions to their difficult problems and guiding them on the path toward achieving their goals.
When not at work, Scott enjoys all the Pacific Northwest has to offer. He enjoys baseball, reading, and most importantly, spending time with his wife, Rae, and their two young children, Claire and Thomas.
Guilt-Free Spending
Whether you are a busy professional struggling to figure out why you don’t have more money at the end of every month or you are already retired and unsure how to balance your personal spending with other goals, there is a strategy that can help you feel more in control of your money without having to budget.
Should You Have a Budget?
Join Wealth Advisor, Mike Ersser on a journey to discover budgeting types so you can determine the approach that makes the most sense for you!
Boeing Pension and Lump Sum Comparison – Should I Retire Early?
Boeing employees nearing retirement age are facing a financial decision that will need to be made by November 30—one that could have a significant impact on their lifestyle in retirement. Learn more about the options!
Contact Scott
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
