Scott Coles ChFC, CLU

Founder & Wealth Advisor
Linkedin

Pioneering the evolution of wealth management since the early 80s, Scott Coles is the founder of WMBC and co-founder of Human Wealth™. As a trusted advisor for both clientele and industry professionals, Scott has earned his 40+ years of experience.

“I look to bring the human element to the forefront of every decision,” Scott explains, “when we take into account a person’s emotions we can better understand their behavior and then develop financial systems that are aligned with how they are moving about the world.”

Through the Human Wealth™ method, Scott is able to create financial strategies that support a person in living autonomously and with purpose. He looks forward to empowering other financial professionals with Human Wealth™; transforming the way wealth planning and building are approached globally.

Scott invests time every month supporting charitable causes and mentoring others. Most recently he has joined the board at Strive to help provide a safer education environment for kids in Watts, LA.

As a proud father, grandfather, husband, and friend, Scott enjoys meaningful activities, such as exercise or bonfires, with those he cares about.

Credentials and Career Highlights

  • Series 7, 66, 63, & 24
  • Health & Life Insurance license
  • Charter Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Complex Estate & Tax Planning Specialist
  • Founder of Colwin Financial Insurance Services, Inc
  • Board of Directors Member of Strive
  • Former Radio Show Host of “You and Your Money” 640 AM
  • Founder of Hawkeye Kids Wrestling Club
  • Former Board of Directors Member for Zaytoon International
Schedule an Appointment