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Scott Toomasson, FPQP

Client Service Manager LinkedIn

About

Scott, in addition to managing personnel, oversees trade execution, maintains many of the firm’s policies and procedures, serves as liaison to custodians Charles Schwab and Fidelity, and assists Principals and Wealth Managers in servicing a select group of complex clients. Prior to joining B|O|S, Scott was a Regional Manager of Operations at EP Wealth Advisors and a junior partner/Client Relationship Manager at Private Capital Management Associates, where in addition to client service, he handled a broad range of duties including reporting, billing, compliance, office management, and vendor relations.

Scott currently lives in Pleasant Hill with his wife and two young sons.

Education

  • B.S. in Economics, UCLA

Highlights

  • Financial Planning Qualified Professional™
  • Series 65 license holder
  • California Notary Public
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