Scott Bishop

Scott Bishop General Information

Biography

Mr. Scott Bishop is a Co-Founder and serves as Managing Director & Partner at Presidio Wealth Partners. He served as Executive Director of Wealth Solutions at Avidian Wealth Solutions. He has worked in the financial services industry since 1995. Throughout his career, he has focused on customizing the financial planning process to identify specific estate, business succession, investment, and retirement strategies for individual clients and their businesses. Presidio's team utilizes a very comprehensive and customized approach that helps to ensure that our clients' planning and investment opportunities are identified and correctly focused on now and into the future. Over the years, he has conducted Continuing Education courses for Certified Public Accountants. In addition, he has both authored and has been interviewed for numerous articles in financial-related publications and websites such as the Wall Street Journal, MarketWatch, CNBC, New York Times, Washington Post, Time, Investor's Business Daily, Barron's, USA Today, Money Magazine, Investopedia.com, Investment News, Kiplinger, WealthManagement.com, Financial Planning Magazine, The AICPA Tax Section, BankRate.com, the Houston Business Journal and the CPA Forum. For his writings and contributions, he was named in 2019 as a Top 100 Financial Advisor in America by Investopedia. Related to his retirement planning experience, he is also a member of Ed Slott's Master Elite IRA Advisor Group SM. He is also an Advisory Board Member and a guest lecturer for the University of Texas McCombs School of Business Wealth Management Center. He has been active as a member of the American Institute of Certified Public Accountants (AICPA) where he holds the Personal Financial Specialist (PFS) accreditation. Locally, he has been on the Board of Directors of the Houston CPA Society and has been Chairman of the Personal Financial Planning Committee. As a thought leader in Financial Planning, he chairs the national Tax and Estate Planning Knowledge Circle for the Financial Planning Association (an association of CFP® certificates). He graduated from the University of Texas at Austin with a Bachelor of Business Administration in Accounting and received his Master of Business Administration from the University of St. Thomas. Currently, he is a CERTIFIED FINANCIAL PLANNER™ practitioner(CFP®) and a Certified Public Accountant (CPA).