2234 East Colorado Boulevard,
CPA Managing Partner, Financial Advisor
Scott has been an integral part of the RABco Services team since 1982 and leads the financial services practice. As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional, Scott is able to advise his clients on their entire financial situation—focusing on the big picture, not just small pieces. He holds a Series 7 and 66 licenses, and also has earned the Personal Financial Specialist and Chartered Global Management Accountant designations. He is also a real estate broker and holds an NMLS license. He earned his Bachelor of Science in Accounting from the University of Southern California in 1981 and worked at Deloitte out of college.
Business is a family affair for Scott since he gets to work alongside his two sons, Michael and Sean. When he is not at work you will find him on his boat at Catalina.
Chief Operations Officer
Emmy has been with RABco Financial Services since 2019. She has more than 30 years of experience working in the wealth management industry. Prior to joining RABco, Emmy served as Director of Client Services and Business Development for a financial consulting firm specializing in Mutual Fund, Accounting and Transfer Agency Administration. Emmy believes in deepening client relationships, ensuring the highest level of client servicing is provided and that each client is aware that their business is truly valued.
Emmy graduated from the University of Massachusetts, Boston with a Bachelor of Science in Finance. Outside of the office, she enjoys reading, skiing and traveling with her family.
Alex joined RABco Financial in 2022 and has a passion for helping clients achieve their financial goals. He previously worked at New York Life where he specialized in sophisticated life insurance and retirement planning and holds an Insurance Producer License. Alex is known for his excellent communication skills and ability to build strong relationships with clients. He highly values client relationships and is dedicated to helping them reach their goals and aspirations.
Alex is a California native and went to the University of Southern California where he studied Economics. When he’s not working, you can find Alex on the pitch cheering on his son at weekend soccer tournaments or dining out at his favorite restaurants in LA.
Client Service Associate
Wendy joined RABco Financial in 2023. She has been in the financial industry for over four years and takes pride in delivering exceptional customer service and putting clients first by providing tailored solutions to meet their unique needs. She strives to build lasting relationships based on trust and integrity and drives to make a positive impact on client’s lives.
Wendy graduated from California State University, Los Angeles with a Bachelor of Science in Business Administration. Beyond the office, she enjoys hiking and traveling with family and friends.