Scott Planer

Scott Planer

Financial Advisor

Scott joined the Capstone Financial Group in 2018 after being an independent advisor for 10 years in Sacramento and the Bay Area. He enjoyed a successful management career in the retail industry before making the transition into the Financial Services industry as a Registered Representative. This background gives him the foundation to provide his clients with professional service. Scott knows the value of having a skilled and experienced professional to navigate and direct the creation of a financial strategy, and then assist in its execution. He works hard to not only create and implement the strategy, but also to help his client gain confidence and understanding.

Scott is FINRA licensed as an Investment Advisor Representative holding the Series 6, 63 and 65 licenses. He is also a licensed Life Insurance Agent. Scott's experience includes the management of multiple retirement plans for businesses, working with union employees who have pensions, as well as helping individual and families plan for their future.

Scott was named the 2017 Ambassador of the Year for the Rocklin Chamber of Commerce as well as being active with the Lincoln Chamber. He is also a member of the Rocklin Chamber networking group, Sunrise with the Chamber.

Scott and his wife Dena relocated their family from San Jose, CA to Roseville, CA in 2003. They raised two boys: Joseph, who serves as a member of The U.S. Army National Guard, and Jake, who is attending school in Long Beach, CA. The family then moved to Lincoln, CA in 2015.

Scott is a passionate ice hockey fan and has enjoyed playing hockey for over 20 years. He recently picked up the game of golf and enjoys weight-training.

Scott's clients value the leadership and guidance he provides them, not only in times of growth, but in times of volatility as well.

CA Insurance License #OF07763

Phone (916) 467-8850
Fax (916) 817-8863
Mobile Phone (916) 677-6362