---
title: "Scott Clements | Financial Advisors"
description: "Scott Clements at CAVU Wealth Management. Financial planning can be overwhelming if it's not your passion or profession My job is to help you reach your…"
url: https://financialadvisors.com/advisors/scott-clements/
---

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![Scott Clements](https://financialadvisors.com/wp-content/uploads/2023/06/2011161605567470ScottClements-004.jpg)

# Scott Clements

CAVU Wealth Management

investment

Chartered Retirement Plans Specialist

Email Advisor

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## About

Financial planning can be overwhelming if it's not your passion or profession My job is to help you reach your goals by simplifying the process and giving you the tools to get there. From saving for a child's education to what steps to take when a spouse dies to determining when you can safely retire and what your income strategy will look like in retirement. I help my clients in the areas of personal and business financial planning, maximizing retirement income, risk analysis, investment allocation and management. In these stressful times, doesn't it make sense to have a financial plan that is solid and plans for the inevitable downturns? With somebody to keep their "eye on the ball" on a regular basis? I specialize in researching the economy and how these circumstances might impact your investments. Call me for a free, no obligation portfolio review! Specialties: I specialize in helping people in transition with 401K rollovers and long term retirement planning...I also specialize in working with Divorcees and Widows to help them get their financial lives in place and to plan for the future.

## Firm Information

![CAVU Wealth Management logo](https://financialadvisors.com/wp-content/uploads/2023/06/2011161605567968CavuHorizontalLogo_ColorSmall.png)

Firm CAVU Wealth Management

Position Investment Advisor Representative

Agency Type ria

Firm CRD# CAVU Wealth Management

About Firm

Who We Are: The aviation term "CAVU" means Ceiling and Visibility Unlimited. At CAVU Wealth Management our mission is to help you have a clear picture of your financial goals and provide you with a financial flight plan to address them! Our first priority is helping you take care of yourself and your family by creating a flight plan for your retirement. We understand there may be turbulence along the way and we have the flexibility to navigate around turbulent and unforeseen circumstances so you can reach your retirement destination. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success. We serve clients throughout the country, and we have two local offices, one in San Diego, CA and one in northern Idaho

Firm Location

## Professional Details

Advisor CRD# 5455970

Fiduciary Yes — acts in your best interest

Compensation Assets Under Management (AUM)

Designations

Chartered Retirement Plans Specialist

Licenses

Series 66

## Investment Information

Assets Under Management $140M

SEC Form ADV [View Form ADV →](https://financialadvisors.com/wp-content/uploads/2023/06/2101191611081989ScottClementsADVPart2B2_10_2020.pdf)

## Company Profile

Company Size

Est. 2008

Resources

[Blog →](https://www.cavuwm.com/blog/divorcee-budget-management)

## Practice Focus

Specialties

- Asset Allocation 25%

- Financial Planning 15%

- Individual Stocks / Bonds 15%

- Retirement Planning 10%

- Mutual Funds / ETFs 5%

- Portfolio Management 5%

- Wealth Management 5%

Preferred Client Type

- Educators/Teachers 25%

- High Net-Worth Individuals 25%

- Business Owners 15%

- Dentists 15%

- Entrepreneurs 10%

- Women Executives 10%

- Advertising Executives 5%

- Other 5%

## Education

Education

**Santa Clara University**

**San Jose State University**

**Santa Clara University**

**San Jose State University**

## About Me

Hobbies & Interests

Coaching Cooking/Grilling Creative writing Cycling Fantasy Sports Healthy Lifestyle Hiking Home Brewing Investing Mountain Biking Reading Snorkeling Swimming Weight Lifting Writing

### Contact Information

Email Advisor

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[(858) 663-0940](tel:8586630940)

Address 16516 Bernardo Center Drive, Suite 300

### At a Glance

AUM $140M

Founded 2008

### Links

[Website](https://www.cavuwm.com/team/scott-clements) [SEC Form ADV](https://financialadvisors.com/wp-content/uploads/2023/06/2101191611081989ScottClementsADVPart2B2_10_2020.pdf) Form CRS Not provided

[BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/5455970)

### Connect

[LinkedIn](https://www.linkedin.com/in/scottclements09/) [Facebook](https://www.facebook.com/CAVUWealthManagement) [YouTube](https://www.youtube.com/channel/UC0e6h0SQ8qMVquBYrsR-v5Q/)

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