Scott Lewis, CFP®

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. While Scott likes spending time on the golf course or in the mountains, no matter where he is or what he is doing, he loves to be doing it with his wife Megan and their daughter Violet.


I learned customer service while working at the Ritz Carlton.
 

Education

University of Nevada
Bachelor of Science - Finance

Certifications and Licenses

CERTIFIED FINANCIAL PLANNER™
Licensed Tax Preparer

 
 

 
 

Favorite Activity

Golfing

Favorite Album

Quadrophenia by The Who