Scott Van Epps

Managing Partner at Ascension Advocates, recently retired from my CFP® designation after 22 years.

Sacramento, California, United States

Summary

Scott A. Van Epps is a California and Nevada-based professional wealth manager, known for providing wealth management solutions specifically for entrepreneurs and business owners. He has an impressive track record, having served clients with a net worth exceeding $700 million during the 13 years he spent at his former firm, Lighthouse Strategic Advisors. 
Scott Van Epps has earned a degree in Public Relations from San Diego State University, and an Associate of Arts in General Education from Chabot College. He started working as a discount brokerage trader at Wells Fargo Investments, before moving on to become a wealth advisor at American Providers. He subsequently served as a senior financial planner at Sagemark Consulting/Lincoln Financial Advisors. 
However, Scott’s most significant contributions to the financial planning industry were made as COO and Partner at Valliance Wealth Management LLC, and as Partner at Lighthouse Strategic Advisors, where he worked on developing and implementing comprehensive wealth management plans for his clients. 
Scott is a widely recognized leader in the Sacramento financial advisor community, having served as a board member of the Sacramento Financial Planning Association, a board member of the local Arthritis Foundation, and as a volunteer leader with Young Life. He is also an active member of his church and other community service organizations. 
Currently, Scott is Managing Partner at Ascension Advocates LLC, a company that focuses on helping affluent clients address their biggest wealth-related concerns. Scott’s clients seek him out for his expertise and personalized approach, which is guided by a consultative process that helps him understand his clients’ goals and deepest values before making customized recommendations. 
Apart from providing wealth management solutions, Scott is also working on a book about his real-life experiences as a financial advisor. It’s clear that with over 13 years of experience in the industry, Scott has a wealth of knowledge that he’s eager to share.