Scott Lewis

Scott Lewis

Financial Advisor

916.779.7180 x7189


To this day I treat each of our clients as though they are part of our family. It’s not too hard to go that extra mile to assist someone and know that we have made the financial planning process just a bit easier for them.

Scott joined North Star Financial Partners immediately upon graduating from the University of Nevada., and his role with the firm has quickly progressed. He specializes in the areas of portfolio and retirement planning analysis, as well as in the area of tax planning and preparation. An avid outdoorsman, he spends much of his free time outside the office mountain biking, road cycling, both skiing and snowboarding, as well as kayaking the waterways of Northern California.


I learned customer service while working at the Ritz Carlton.
 

Education

University of Nevada, 2015
Bachelor of Science - Finance

Licenses

FINRA Series 7 and 66
Licensed Tax Preparer

 

 

Favorite Band

The Who

Favorite Food

Macaroni and Cheese