Scott Brubaker, CFA
Partner in Charge of Investment Services
With an extensive background in financial analysis and education in investment management, Scott joined Hayashi Wayland in 2013. Scott is a CFA Charterholder and is a member of the CFA Institute. The CFA designation is globally recognized and attests to a Charterholder’s success in a rigorous and comprehensive study program in the field of investment management and analysis.
Scott specializes in:
Holistic financial planning and tax aware investment strategies.
He is known for:
Being dependable, honest and easy to work with. His approach to success has been to create strong relationships with partners and clients by being transparent and straightforward while achieving the desired result.
He works with:
Investors who like to dig into the details, as well as, clients who simply ask that their risk tolerance be matched with the appropriate portfolio. Either way, all clients get his full attention and consideration for the appropriate investment opportunities.
His best capabilities are:
Finding a solution to complex issues. Whether it’s a difficult client or a complex calculation, Scott finds satisfaction in finding the resolution to a problem.
What Scott enjoys most about his job:
He feels great satisfaction in helping clients find comfort in preparing for retirement. Helping people understand the risks of investing and creating a balanced investment plan that they are comfortable with, makes his work not a job, but rather a satisfying career.
Scott’s diverse background:
Scott’s financial career brings a unique perspective to clients. He was employed with CNA Financial for nine years as an underwriter in the Corporate Governance Department. He performed fundamental analysis for Fortune 500 companies assessing the business model, financial stability and how management’s decisions affect shareholder value. From this big-picture realm, he helps clients with the small details that will help them achieve their financial goals.
In addition to helping clients, Scott helps the community in a natural way ─ literally. Scott currently sits on the board of the Hartnell College Foundation.
Professional Affiliations and Credentials:
Licensed with the Financial Industry Regulatory Authority (FINRA)
Chartered Financial Analyst (CFA®)
Bachelor of Arts degree in Organizational Studies with a Minor in Economics from the University of California at Davis.
What you may not know about Scott…
After work, Scott pursues his passion for sailing. He belongs to the Monterey Peninsula Yacht Club. A devoted family man, he can also be found with his wife, and three children enjoying biking, hiking and camping.