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Scott Styrmoe (CFP®, CPA, MBA)

Scott Styrmoe focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

Scott believes that optimism is a rational and healthy response to uncertainty. He became a financial advisor to help people find some measure of lasting financial peace and is committed to helping his clients make good decisions regarding their financial affairs. We have less control over our lives than we would like most of the time and we have limited resources. Happiness isn't an end point, it's embedded in the journey. So craft a good financial plan, broadly diversify your investments, and keep a calm disciplined perspective.

Additional Information

Scott Styrmoe is an Advisor and Shareholder at TCI Wealth Advisors ("TCI"). He received his Bachelor of Science, Business Administration degree and his MBA in Finance and Marketing at the University of Arizona. Scott has been a Certified Public Accountant (CPA) since 1985 and a Certified Financial Planner (CFP®) since 2009. He a member and past President of the Southern Arizona Estate Planning Council. Scott is also a member of the Steven W. Phillips Tucson Tax Study Group, the American Institute of CPA's and Trout Unlimited. Scott is also an Adjunct Professor at the University of Arizona's new Personal and Family Financial Planning program.

When out of the office, Scott enjoys yoga, cycling, hiking, fly fishing, golf and outdoor adventures with family and friends.

NAPFA Start Date

April 02, 2018

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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