Broker Check

   


Campbell Office:
51 E Campbell Ave
Suite 103A 
Campbell, CA 95008

 

 

McDonald Wealth Management

 

 

 
 
West Linn Office:
1880 Willamette Falls Drive
Suite 200c
West Linn, OR 97068 
 

Redwood City Office:
1733 Woodside Road
Suite 315 
Redwood City, CA 94061

 

 

 

 

Scott McDonald, CFP

Scott McDonald, CFP

President and Founder

Scott McDonald is President and Founder of McDonald Wealth Management. Born and raised in San Jose, Scott earned a Bachelor of Arts degree in English from San Jose State. Scott began his career with Edward Jones in 1999. Scott moved to Oregon in 2005. In 2008, Scott joined LPL Financial and established a California office. In his 16 years in the industry, Scott is proud of the relationships he has formed with his clients that have moved from clients to friends.

Scott's professional registrations include FINRA Series 7 (General Securities Representative), Series 24 (General Securities Principal) and Series 63 & 65 (Uniform State Law), which are currently held with LPL Financial. Scott also holds a Life, Disability, and Variable Annuity Insurance License. He became a Certified Financial Planner and LPL Financial Planner in 2008.

When not helping his clients, Scott enjoys spending time with his wife Hayley, and coaching his two sons baseball teams. In 2012, he coached his son's 10 year old team to the State Championship.