J. Scott Roberts

Managing Director

2603 Camino Ramon, Suite 475 
San Ramon, CA 94583

Phone:    925.380.9580
Fax:         925.350.6569

Bio: 

Scott joined WestPac Wealth Partners in early 2015 for the opportunity to utilize his broad experience in the financial services industry. As a former Chief Financial Officer (CFO), Scott knows the importance of risk management when developing financial plans. In fact, a key factor in joining the firm was his wholehearted belief in a “protection first” financial planning philosophy, as exemplified in Westpac’s “Protect, Invest, Achieve” slogan.

Scott’s 2016 promotion to Managing Director was a significant milestone in his career. He now helps grow the firm and develop a team of financial professionals who embrace WestPac’s driving principles of strategy and holistic planning, rather than quick product transactions. As personal CFO’s, Scott and his team strive to help clients make smarter financial decisions.

Scott brings over 15 years of broad financial services experience which included sales strategy for Arthur Andersen’s Transaction Advisory Services (M&A), procuring debt financing to Silicon Valley technology companies while at Morgan Stanley and developing and managing investment portfolios with Merrill Lynch Global Wealth Management. As a former technology industry executive, Scott structured and completed millions in private placement financing, which led to business expansion across the US and internationally into Dubai, UAE, and other parts of the Middle East, North Africa and Europe.

Scott is a San Francisco Bay Area native where he earned his BS from the University of San Francisco. Scott’s hobbies include playing ice hockey, soccer and chess, writing music, and international travel. Scott serves on the Board of Directors for the De La Salle High School Alumni Association and is currently working with City officials to bring families together to practice the fundamentals of both sports and financial planning. Born in Petaluma, CA and raised in San Ramon, working in Westpac’s Bishop Ranch office is like coming home. He’s happy to be able to give back to the community in which he grew up.

 

Check the background of this investment professional on: FINRA’s BrokerCheck: www.finra.org/brokercheck

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 750 B Street #2740 San Diego, CA 92101 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through NorCal WestPac Wealth Partners and Insurance Services, Inc., a DBA of WestPac Wealth Partners, LLC. | CA Insurance License #0C34344 | 2017-37651 | exp 03/19