Scott Bramwell

Scott R. Bramwell, CPA, PFS

Principal

With almost two decades of experience, Scott Bramwell brings broad expertise to both analyzing investments and servicing clients.  Prior to practicing wealth management, Scott worked in the tax consulting group of Ernst & Young in Salt Lake City. His responsibilities included financial analysis of real estate and partnership transactions, client relationships, and project management for large consulting clients.  

Scott holds a CPA license and a license as a uniform investment adviser representative (NASD Series 65). He also earned the designation of Personal Financial Specialist (PFS). He earned a master's degree in taxation and an undergraduate degree in accounting from Brigham Young University.  

 

He served as President of the Board of the San Diego Chapter of the BYU Management Society and is a member of the Rancho Bernardo Sunrise Rotary Club.  Scott, his wife and their four children reside in San Diego, California.