Scott Ventoza, CIMA is a Managing Director at UBS Wealth Management in Seattle, WA. With over 15 years of experience in the financial industry, Scott is a senior portfolio manager and lead wealth advisor, driving the team's investment philosophy and strategy. He holds advanced degrees in financial planning and technology management, and is a Certified Investment Management Analyst (CIMA) and Certified Financial Manager (CFM). Scott is recognized as one of Forbes Best-in-State Wealth Advisors for multiple years. He is actively involved in coaching and mentoring at the UW Foster School of Business and supports various nonprofit organizations.
UBS Financial Services Inc. is a leading global wealth management firm that provides comprehensive financial services to individuals, families, and institutions. With a focus on retirement planning, UBS helps clients navigate their financial journey by building a solid foundation and adjusting plans as needed. The firm's team of experienced professionals, including Scott Ventoza, CIMA, offers personalized investment advice and strategies to help clients achieve their financial goals. UBS is committed to delivering exceptional service and expertise to its clients, backed by a strong reputation in the industry.
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