Scott Ulves

Scott Ulves: Email & Phone Number

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Senior Wealth Manager at World Investment Advisors|San Diego County, California, United States

Position:

Senior Wealth Manager at World Investment Advisors

Location:

San Diego County, California, United States

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Last updated: 2026-06-02
Updated: 2026-06-02

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Work Experience 29 years

Senior Wealth Manager at World Investment Advisors

May 2019 - Current

Founder at My Personal Financial Advisor®

Nov 2024 - Current

Registered Representative at PENSIONMARK SECURITIES, LLC

May 2019 - Current

CERTIFIED FINANCIAL PLANNER™ at LPL Financial

Jan 2010 - May 2019

Financial Planner/Investment Adivsor at MetLife Investors

Oct 2005 - Dec 2010

Paraplanner/Financial Advisor at Jackson Financial Management

Jan 2004 - Jan 2005

Comprehensive Financial Advisor at Proactive Financial Planning

Jan 2003 - Jan 2004

Wealth Management Specialist at National Securities Corporation

Jan 1997 - Jan 2003

Scott Ulves started working in 1997, then the employee has changed 7 companies and 7 jobs. On average, Scott Ulves works for one company for 4 years 10 months.

Scott is proficient in Other: Italian. Their professional focus is 401k Rollovers, Alternative Investments, and College Education Planning across 3 core areas.

Education

Bachelor's Degree at University of Southern California - Marshall School of Business

Personal Financial Planning Certificate at UC Irvine, Extension

Transferred to USC at Western Washington University

ChFC at The American College of Financial Services

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