Scott Coles
Principal, Wealth Advisor
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Areas of Expertise
Goal Alignment
Tax Strategies
Asset Allocation
Estate Planning
Qualifications & Experience
- CLU®, ChFC®
- Complex Estate & Tax Specialist
- Co-founder of WMBC, Colwin Financial Insurance Services, and Human Wealth
- Past board member of Hawkeye Wresting, Strive Inner City School, and Zaytoon International
Irvine, CA
Media
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Words to Live By
The Golden Rule: "Do unto others as you would have done unto you"
Luke 6:31
Client Experience Professionals
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Team Members
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About
Scott Coles has been at the forefront of wealth management since the early 1980s, serving as the founder of WMBC and co-founder of Human Wealth™.
With over 40 years of experience, Scott has become a trusted advisor to both clients and industry professionals. He develops financial strategies that support individuals to live autonomously and with purpose through the Human Wealth™ method.
In addition to his professional endeavors, Scott dedicates time each month to supporting charitable causes and mentoring others. A proud father, grandfather, husband, and friend, Scott enjoys traveling and spending time on the water with family and friends.