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Scott Coles

Owner, Founder & Wealth Advisor

WMBC

United States, California, Irvine

About Me

Pioneering the evolution of wealth management since the early 80s, Scott Coles is the founder of WMBC and co-founder of Human Wealth™. As a trusted advisor for both clientele and industry professionals, Scott has earned his 40+ years of experience. “I look to bring the human element to the forefront of every decision,” Scott explains, “when we take into account a person’s emotions we can better understand their behavior and then develop financial systems that are aligned with how they are moving about the world.” Through the Human Wealth™ method, Scott is able to create financial strategies that support a person in living autonomously and with purpose. He looks forward to empowering other

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Profile Information

Owner, Founder & Wealth Advisor

WMBC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Irvine

California

United States

Jun 10, 2025

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