Scott W. Taubman CFP®

Scott Taubman currently is the President of Innovative Financial Management, a financial planning practice that provides financial protection and advice to individuals, families, and businesses. He holds a bachelor’s degree in business administration and a Master’s degree in Business Administration with a focus in Finance and Economics. He is a Certified Financial Planner™.

Scott has over 40 years’ experience in working in various industries and with people from all socio-economic backgrounds, skills and capabilities as well as helping companies and individuals define, plan, implement and reach their goals. Scott has an extensive background in Operations, Finance, Accounting, Sales, and Organizational Development.

As a financial planner, his clientele includes individuals, companies, non-profits, and foundations. Among his areas of expertise are insurance, annuities, debt and budgeting, cash-flow analysis, taxation, retirement planning, wealth transfer, business succession and estate preservation. His passion is working with people in helping them achieve their goals.

Scott lives in Phoenix, AZ with his wife Janne, a retired nurse executive. They are active in many civic and charitable endeavors, believing that they have a responsibility to give back to the society that has provided them with such great opportunities. He currently serves on the Board of Directors for ACCEL; a school for autistic and other learning and behaviorally disabled children and young adults which has campuses worldwide. Janne and Scott love to travel and enjoy good wine and food. They have an adult daughter who also lives in Phoenix with her husband.