Broker Check


THE FOUNDER

Scott Stanley is the founder of Pharos Wealth Management, a firm headquartered in Sausalito, that works passionately with individuals, families, and businesses to plan, manage and pursue their financial goals.  In 2016, Scott founded the firm because he discovered a need: Sound, personalized, and unbiased advice in navigating the opaque, confusing world of financial planning.  Before Pharos Wealth Management, he worked as a tenured Portfolio Manager and Wealth Advisor at a boutique wealth management firm.  

Scott offers securities through and is a Registered principal with LPL Financial, the largest Independent Broker Dealer in the country.*   He has a rich background in investment research and analysis, financial planning and modeling, portfolio management, and team management.  He has a Bachelor of Science in Corporate Finance, holds Series 7 and 66 licenses (registrations with LPL Financial), and is licensed as a Resident Insurance Producer (Life, Accident & Health).  

When he's not working, Scott donates his time to the Spahr Center as a member of the board.  The Spahr Center is an organization in San Rafael, CA that serves, supports and empowers the LGBT community of Marin County. He also loves to spends time with his Chocolate Lab, Dexter on the trails of Marin.   

*Based on total revenues, as reported in Financial Planning magazine, June 1996-2016.  LPL Financial Member FINRA/SIPC.