Ute Scott-Smith

Ute Scott-Smith, ChFC, CDFA, is an experienced financial advisor currently with Western International Securities since August 2017 and The Social Equity Group since 2003, emphasizing the importance of ethical investment practices. Prior roles include Registered Representative at Financial West Group from 2003 to August 2017 and leadership positions, including Senior Vice President and Chairman of the Audit Committee at Regan Holding Corp from 1992 to March 2010. Ute holds a Finance degree from Sonoma State University and a Diplom in Psychology from Universitaet Heidelberg. Ute's expertise focuses on aligning investment strategies with client values, enhancing retirement planning, tax efficiency, and creating reliable income streams.