Scott J. Cangelosi is a licensed, non-practicing attorney and a CERTIFIED FINANCIAL PLANNERTM practitioner affiliated with Sagemark Consulting/Lincoln Financial Advisors since 1998.
The primary focus of his practice is to help business owners, professionals, senior executives and retirees meet their financial goals and secure their family’s future.
Mr. Cangelosi has specialized in designing sophisticated planning strategies for business owners to extract the equity out of closely-held businesses and transition their wealth to comfortable retirement. In addition, he has enabled his clients with sizable estates to reduce their federal tax exposure thereby increasing the quantity of assets eventually transferred to the next generation. He does this by providing options and solutions to the ever-changing maze of estate, business succession, retirement and investment issues. Mr. Cangelosi is a graduate of the University of Notre Dame with a degree in Economics and Government. He attended law school at the University of California, Hastings College of Law, earning admission to the State Bar of California.*
In addition to being a CERTIFIED FINANCIAL PLANNERTM practitioner, Mr. Cangelosi also holds the Chartered Life Underwriter professional designation. He is a member of the San Francisco Estate Planning Council and the Diablo Valley Estate Planning Council and lives in Danville with his wife Sabina, daughter Sophia and son Christopher.
Specializations:
- Financial Planning
- Estate Planning
- Business Owner Succession Planning
- Investment Planning