Scott Styrmoe
CPA, CFP®, MBA
TCI Wealth Advisors
Advisor & Shareholder
Scott Styrmoe
CPA, CFP®, MBA
TCI Wealth Advisors
Advisor & Shareholder
As a fiduciary, I am committed to helping my clients make good decisions regarding their financial affairs. - Scott Styrmoe, CPA, CFP®, MBA
Fee-Only Financial Planner partnering with clients on their journey toward financial clarity, prosperity, and overall well-being.
Scott Styrmoe is a Tucson, AZ fee-only financial planner. He provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Scott Styrmoe is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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 is an Adjunct Lecturer at the University of Arizona's Personal and Family Financial Planning program in the Norton School of Family and Consumer Sciences. Scott is the Past President of the Southern Arizona Estate Planning Council. He is a NAPFA-Registered Financial Advisor and member of both The Steven W. Phillips Tucson Tax Study Group and the American Institute of CPA’s.
When out of the office, Scott enjoys yoga, cycling, hiking, fly fishing, golf and outdoor adventures with his wife Debbie, daughter Lily and friends.
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.
Scott Styrmoe 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.
TCI Wealth Advisors is an independent, fee- only, fiduciary providing comprehensive, coordinated and objective wealth management advice to individuals and families. We serve as a trusted advisor, partnering with our clients on their journey toward financial clarity, prosperity and overall well-being. Our mission extends beyond simply helping clients manage their money; we also believe we have the opportunity to help clients develop a more robust understanding of the relationship between their money and their happiness. Our wealth management process helps clients align their primary resources (money, time, energy) with their priorities. We help clients plan for the future while also helping them live a purpose-filled life today.
With five offices and over $3 billion in assets under management, we are large enough to provide sophisticated solutions to complicated problems, yet small enough to have personalized relationships with you and your family. For over 30 years we have been a purpose-driven organization, driven to empower, educate and advise clients as they work towards their personal definition of 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
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Scott Styrmoe is a NAPFA-Registered Financial AdvisorThe 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.
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Scott Styrmoe is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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TCI Wealth Advisors has earned the Centre for Fiduciary Excellence (CEFEX) Investment Advisor certification.The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.
CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.
The objective is simple: to protect investors.
Contact Scott Styrmoe
Office Locations:
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4011 E. Sunrise Dr.
Tucson, AZ 85718
