Scott Caldwell
LPL Financial Advisor
scott@consilium-financial.com
360-714-3373
A financial plan is the key to a confident financial future.
I have worked in this industry for over 15 years and continue to see that people don’t have a plan – either they save because they are supposed to or put it off.
Goals, like saving for retirement, being able to take care of yourself after your working years, and planning for what happens when you are gone, are dismissed as being so long off.
After seeing this pattern repeatedly, I knew I’d found my calling:
To be the inspiration for people to have a path to a successful financial future.
Most people don’t know how to start. It may seem overwhelming or hard to understand. That’s where I come in, I make it easy for you.
Why I am suited to help you:
As a former teacher, I know that educating people on how to manage their money, plan for future goals and establish good savings habits are the key factors to a successful financial plan.
A strong plan can lead to a successful retirement, empower you to make good financial decisions, and give you confidence knowing you will be prepared for any surprises that may suddenly impact you.
My areas of focus:
- Retirement Planning for Educators, Families, and Individuals
- Investment Management
- Company Retirement Plans
- Business succession plans
About Me:
In 2004, I began my career as Financial Advisor working with Waddell & Reed and now own Consilium Financial, an independent advisory services firm through LPL Financial.
I graduated from Western Washington University with a degree in Secondary Ed and History and truly enjoyed educating kids. This is where my desire to help teachers understand their retirement started from.
Giving back is important to me. I’ve been involved with many different Non-Profit organizations in Whatcom County over the years including the WCYSA Soccer Board, the Big Brothers/Big Sisters Board (President for 3 years) and the Junior Achievement Board.
In my spare time you can find me playing soccer, running, hiking in the woods, and spending time with my wife Renee, my son Tristan and my daughter Kenzie.
