Sign In

Scott Melbrod

Managing Partner/Founder at Taxable Wealth

Scott H. Melbrod is the founder, CEO, and Managing Partner of Taxable Wealth, a tax and fee-focused wealth management firm based in San Diego, California.12 He established Taxable Wealth in 2019, spinning it out of his family's legacy wealth management firm, Melbrod Wealth Management.12

Melbrod's professional background includes:

  1. Founding Taxable Wealth in 2019, which provides tailored financial advice to real estate investors and business owners.12
  2. Working as an Investment Adviser Representative at M Wealth Management, LLC since October 2015.3
  3. Previously working at National Planning Corporation from August 2002 to October 2017 as an Investment Adviser Representative and Registered Representative.3

Melbrod holds several professional qualifications, including passing the Series 63 exam and obtaining his CFP® certification in 2011.34 His focus is on the tax aspect of financial planning, aiming to help clients lower both their taxes and fees.24

In addition to his work at Taxable Wealth, Melbrod is involved in other business activities, including managing real estate through SH Partners, LLC.3

Highlights

Scott Melbrod, Author at Taxable Wealth
Scott Melbrod, Author at Taxable Wealth

Related Questions

What inspired Scott Melbrod to start Taxable Wealth?
How does Taxable Wealth differ from traditional wealth management firms?
What specific services does Taxable Wealth offer to real estate investors?
How has Scott Melbrod's background influenced his approach to wealth management?
What are some common challenges Scott Melbrod helps business owners overcome?
Scott Melbrod
Scott Melbrod, photo 1
Scott Melbrod, photo 2
Add to my network

Location

San Diego, California, United States