Event Details

Event Details | Alumni Network | UCLA Anderson School of Management

Top 20 Financial Planning Hacks with Scott McClatchey, CFP®
Wednesday, January 16, 2019
6:00 PM - 8:45 PM
WeWork Aventine (map )
8910 University Center Lane, San Diego, CA

Ticket TypeRegularRegistration
Alumni:$15.00BUY TICKET
Others:$15.00BUY TICKET

Spaces Available: 17 - See Who’s Coming
Contact: Scott McClatchey (760) 692-5196

Join your fellow UCLA Anderson Alumni in SD to learn about financial planning tips! Expect an engaging, enlightening, and entertaining presentation by Scott McClatchey, CFP® with WWM Financial in Carlsbad and graduate of UCLA EMBA 2000.

Scott’s talk will lay out his “Top 20 Financial Planning Hacks”, compiled for everyone’s benefit from a career in the financial services industry serving individual clients and families. You’ll learn the keys to successful investing, retirement planning, and estate planning, featuring tons  of actionable tips illustrating sensible and proven approaches and strategies.  Along the way, you might be surprised to find several instances where the “conventional wisdom” isn’t so wise after all. According to Scott, “This is the kind of information I wish someone told me when I was in my 20’s or 30’s.  It would have been so valuable to benefit from this body of knowledge all those years ago.”

The event will be held on the 4th Floor Common Area at WeWork Aventine in La Jolla/UTC. Appetizers, wine and beer will be served before/after the presentation.

6:00pm - 7:00pm Arrival and Networking

7:00pm - 8:15pm Presentation

8:15pm - 8:45pm More Networking 

Parking onsite is $4/hour. Street parking is also available. If you self park, please park at 2S (in any spot that isn't "Reserved") and walk on the sidewalk out of the front of the structure to the front door of the Aventine building as this event is after security restricts the parking elevator to those with building keycards.

About Scott McClatchey,  CFP®

Scott began his financial services career in 2006 as an independent financial advisor with Raymond James Financial Services. He then co-founded Alliance Investment Planning Group in December 2007 along with 3 partners. Alliance Investment Planning Group is based in Carbondale, IL and is affiliated with LPL Financial Services. At Alliance, Scott specialized in providing investment strategies, retirement planning, and insurance services. He became a CERTIFIED FINANCIAL PLANNER TM in 2011, enabling him to offer a broader array of services spanning investments, insurance, retirement planning, estate planning, and tax mitigation strategies. In April 2017, Scott joined WWM Financial as a wealth advisor and CFP®. At WWM, he specializes in financial planning and investment strategies for business owners, company executives, professionals, and high net worth individuals and families. 

Prior to entering the financial services industry, Scott had a 22-year career as a systems engineer and business/management specialist in the satellite communications and services industry. His tenure spanned HUGHES Electronics, Ball Aerospace, DIRECTV, and XM Satellite Radio where he provided business development, technology consulting, advanced products development, and marketing following an initial stent as a communications systems engineer. His degrees include Bachelor’s and Master’s degrees in Electrical Engineering from the University of Illinois and a Master’s in Business Administration (MBA) from UCLA.

Scott likes to stay active by volunteering and giving back to his community. He’s served as president of both the local Kiwanis Club and Public Broadcasting Board while in Carbondale, and is currently an active member of The Rotary Club of Carlsbad, the Financial Planning Association (FPA), and the Carlsbad Chamber of Commerce. He is also passionate about helping to end financial illiteracy, and volunteers with the Society for Financial Awareness (SOFA) to conduct educational workshops and provide pro bono services. Scott is a lifetime runner, avid reader, dog lover, devoted husband and father, craft beer enthusiast, music lover, and space junkie. He has been married for 35 years and has 2 adult children, Kyle and Megan. He and his wife Kay live in North County San Diego.

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