Scott Koesterer is a seasoned financial professional with extensive expertise in wealth management and financial planning, currently serving as the Managing Partner and Portfolio Manager at Capital Asset Advisors LLC, a distinguished registered investment adviser based in Phoenix, AZ. With his credentials as a CERTIFIED...
Scott Koesterer is a seasoned financial professional with extensive expertise in wealth management and financial planning, currently serving as the Managing Partner and Portfolio Manager at Capital Asset Advisors LLC, a distinguished registered investment adviser based in Phoenix, AZ. With his credentials as a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®, Scott brings a wealth of knowledge and experience to his role, focusing on delivering tailored financial solutions for high-net-worth individuals, families, and entrepreneurs.
At Capital Asset Advisors, Scott leads a dynamic team dedicated to helping clients navigate the complexities of asset management, retirement planning, and estate planning. His strategic approach emphasizes a holistic understanding of each client's unique financial landscape, enabling him to craft personalized investment strategies that align with their long-term goals. Scott’s commitment to excellence is reflected in his hands-on management style, where he actively oversees key projects that enhance the firm’s service offerings, including innovative financial advisory services and comprehensive risk management solutions.
Scott's proficiency in securities and insurance further strengthens his ability to provide comprehensive financial guidance, ensuring that clients are well-equipped to make informed decisions. His dedication to customer service and relationship management fosters trust and transparency, allowing clients to feel confident in their financial journeys. As a thought leader in the industry, Scott continues to stay ahead of market trends, positioning Capital Asset Advisors as a premier choice for those seeking expert financial advice and a partner in achieving their financial aspirations.
