Scott Johnston is a financial advisor, New York State licensed Certified Public Accountant (CPA) and a member of the NYS Society of CPA’s. Scott has over 20 years of experience advising clients on reaching their unique financial goals through comprehensive, thoughtful and strategic planning. As a CPA, Scott is concerned with how taxes impact portfolio returns and includes tax minimization strategies to help clients achieve their goals. Scott’s clients include actors, attorneys, healthcare professionals, business owners and retirees, among others.
In addition to earning his undergraduate degree in Public Accounting at Pace University, Scott was a member of the varsity tennis team. Scott began his professional career with Arthur Andersen & Co. where we worked with clients in the advertising and entertainment industries and then gained SEC reporting experience at Reliance Group Holdings Inc. The pivot from accounting to financial advising was driven by a desire for autonomy, independence and establishing meaningful personal connection with the clients he serves.