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Presidio Wealth Partners

Scott Bishop, MBA, CPA/PFS, CFP®
Partner, Managing Director
757 N .Eldridge Parkway
8th Floor, Suite C
Houston, TX 77079
713-832-1325
281-546-5255
scott@presidiowp.com
presidiowp.com/



Managing Director, Partner
 
Scott co-founded Presidio Wealth Partners in 2023. He has worked in the financial services industry since 1995. Throughout his career, Scott has focused on customizing the financial planning process to identify specific estate, business succession, investment and retirement strategies for individual clients and their businesses. Presidio's team utilizes a very comprehensive and customized approach that helps to ensure that our clients' planning and investment opportunities are identified and correctly focused on now and into the future.

Scott graduated from the University of Texas at Austin with a Bachelor of Business Administration in Accounting and received his Master of Business Administration from the University of St. Thomas. Currently, Scott is a CERTIFIED FINANCIAL PLANNERTM practitioner(CFP®) and a Certified Public Accountant (CPA). Over the years, Scott has conducted Continuing Education courses for Certified Public Accountants. In addition, Scott has both authored and has been interviewed for numerous articles in financial related publications and websites such as the Wall Street Journal, MarketWatch, CNBC, New York Times, Washington Post, Time, Investor's Business Daily, Barron's, USA Today, Money Magazine, Investopedia.com, Investment News, Kiplinger, WealthManagement.com, Financial Planning Magazine, The AICPA Tax Section, BankRate.com, the Houston Business Journal and the CPA Forum. For his writings and contributions, Scott was named in 2019 as a Top 100 Financial Advisor in America by Investopedia. Related to his retirement planning experience, Scott is also a member of Ed Slott's Master Elite IRA Advisor Group SM.

Scott is also an Advisory Board Member and is a guest lecturer for the University of Texas McCombs School of Business Wealth Management Center. He has been active as a member of the American Institute of Certified Public Accountants (AICPA) where he holds the Personal Financial Specialist (PFS) accreditation. Locally, Scott has been on the Board of Directors of the Houston CPA Society and has been Chairman of the Personal Financial Planning Committee. As a thought leader in Financial Planning, Scott chairs the national Tax and Estate Planning Knowledge Circle for the Financial Planning Association (an association of CFP® certificants).

Scott has been married for over 30 years to his wife Geri and they have two adult sons.



Important Disclosures:

Presidio Wealth Partners (Presidio) is a group comprised of investment professionals registered with Hightower Advisors, LLC (Hightower), an SEC-registered investment adviser. Advisory services are offered through Hightower Advisors, LLC. All information referenced herein is from sources believed to be reliable. Presidio Wealth Partners and Hightower Advisors, LLC have not independently verified the accuracy or completeness of the information contained in this document. Presidio Wealth Partners and Hightower Advisors, LLC or any of its affiliates make no representations or warranties, express or implied, as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information.

Neither Presidio nor Hightower Advisors, LLC provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual’s or entity’s specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.



This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.