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Stone Steps Financial LLC

This Office:

533 2nd St Ste 207
Encinitas, CA 92024-3558
Phone: (760) 456-7147

Advisor Image

Scott R. Frank


This advisor specializes in the following areas of expertise:

  • Advising Entrepreneurs
  • Advising Medical Professionals
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Helping Clients Identify & Achieve Goals
  • High Net Worth Client Needs
  • Hourly Financial Planning Services
  • Middle Income Client Needs
  • Newlyweds & Novice Investors
  • Ongoing Investment Management
  • Planning Concerns for Corporate Executives
  • Planning Issues for Business Owners
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Hello, I’m Scott, founder of Stone Steps Financial.  I started Stone Steps to give smart, hard working, today's professionals and families access to an fee-only financial advisor.  My goal is to help parents and professionals plan and work toward their unique vision of a great life.  Together we'll get clear about where you stand and what you value, build and implement a plan,hold you accountable along the way, and help you adapt to life's changes as they occur.

Additional Information

I live in a little beach town, Cardiff by the Sea, just north of San Diego with my wife, Amanda, our son, Lucas, and our dogs, Maddie & Sofia. When I’m not geeking out on financial news or white papers you’ll find me surfing with friends (Stone Steps is named for a surf break just a few minutes north of my house), running along the Pacific Coast Highway, or spending time with my family. I strongly believe in giving back to my community and currently serve on the board at Hanna Fenichel Center for Child Development.

NAPFA Start Date

May 21, 2015

Industry Start Date

January 16, 2006