The right path toward retirement

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Young family at the beach

Scott Ventoza, CIMA

Managing Director–Wealth Management

Scott Ventoza is a Managing Director at UBS Wealth Management and as the senior portfolio manager and lead wealth advisor drives the team's investment philosophy and strategy. Scott joined UBS in 2009 after 15 years with Merrill Lynch. His prior experience includes time as a senior credit analyst and sales and operations manager. Scott earned a BBS from the University of Washington, with a concentration in business administration and finance. He also holds two advanced degrees from the University of Phoenix; an MBA with an emphasis in financial planning, and a Masters in Technology Management. Scott is a Certified Investment Management Analyst (CIMA®), an accreditation from the Wharton School, and a Certified Financial Manager (CFM), a designation from the College for Financial Planning. Scott lives in Seattle with his wife and son, where he remains an active coach and mentor with UW Foster School of Business and spends time with several nonprofit organizations including the Fulcrum Capital Campaign and the Archbishop Capital Campaign. He is also an avid cyclist and a USAT tri-athlete.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • KY
  • MA
  • MD
  • MI
  • MT
  • NC
  • ND
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SC
  • TX
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • BBS with a concentration in business administration and finance, University of Washington
  • MBA with an emphasis in financial planning, University of Phoenix
  • Masters in Technology Management, University of Phoenix

Credentials

  • Certified Investment Management Analyst®
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104
  • (206) 447-2401

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Retirement planning

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Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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