Scott M. Draper

CFP®, CPA

THRIVE Financial Planning

Owner

Scott M. Draper

CFP®, CPA

THRIVE Financial Planning

Owner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Scott M. Draper, CFP®, CPA

(916) 235-8240

Fee-Only financial planner located in El Dorado Hills, CA, serving clients locally and across the country

Scott Draper is a El Dorado Hills, CA fee-only financial planner. THRIVE Financial Planning provides comprehensive financial planning, personal wealth management, and tax planning to help emerging professionals, primarily in the medical, scientific and technology fields, organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Scott Draper is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Scott Draper has been a Certified Financial Planner® since 2004 and a Certified Public Accountant since 2003.  He has been providing personal financial services to individuals since 1999 in Silicon Valley and throughout northern California.  He has a Bachelor of Science in Accountancy and a Masters in Accountancy and Information Systems from Brigham Young University in Provo, Utah.

Scott has served as President and Treasurer of the Financial Planning Association of Northern California.  He is also Treasurer of the Rotary Club of El Dorado Hills and is active in many other family, church and community activities.  He enjoys music, along with his wife and daughter, and can be found building LEGOs with his three sons.

Scott M. Draper is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

THRIVE Financial Planning’s mission is to bring financial planning services to a younger and wider audience. We seek to remove the painful aspects of financial planning through the use of proven financial planning principles, modern technology and individualized client service. We are here to educate, assist and enable individuals and families regarding their financial decisions so they can focus on what they do best.

We provide all of our services on an independent, fee-only (non commission) basis, and serve as a fiduciary for you. This means that your needs are put ahead of our own and it is only through your success that we also find success.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Scott Draper is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Scott M. Draper is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Scott M. Draper is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    Scott M. Draper is a Certified Public Accountant (Learn More)

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

Contact Scott M. Draper

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Office Locations:

  • 5170 Golden Foothill Pkwy
    El Dorado Hills, CA 95762

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