By Scott Bishop & Thomas Mountain
Would you hand over your house keys to a stranger? That’s often what it feels like to work with a financial advisor. Not only do you need to find someone you can trust with your finances, arguably one of the most important parts of your life, but it also means taking the first steps in a relationship that will hopefully span for decades. That’s not something you want to jump into blindly.
We understand how big a decision this is, and since you can only learn so much about someone from reading a website bio, we wanted to share a bit of our stories with you, to introduce ourselves and give you a glimpse into our passion for caring for our clients above and beyond the norm.
Meet Scott Bishop
I originally received a Bachelor of Science from Southern Illinois University at Carbondale. I relocated to Long Beach, California, from Southern Illinois and started working in aerospace as an industrial engineer at McDonnell Douglas, which became Boeing. I went on to earn an MBA from Pepperdine Graziadio School of Business, and quickly became interested in the business and finance world. I spent 8 years working as a financial advisor for Prudential. I was drawn to the idea of helping people with an extremely important part of their lives, but I desired more freedom and control of my work. That’s why I launched Mountain-Bishop Private Wealth Management with my business partner, Tom Mountain. I wanted the ability to offer my clients services that would address their needs, and the ability to put them first, always.
Today, I serve as managing partner and LPL financial advisor at Mountain-Bishop Private Wealth Management, using my 25 years of experience to help clients discover values and goals; solve problems; provide education; and implement tailored strategies seeking to make their dreams a reality. I use our comprehensive financial planning services and personalized process to help our clients pursue confidence that their finances are on track and in good hands.
I wouldn’t trade my job for any other, but that doesn’t mean it’s smooth sailing every day! In my case, I’m a business owner in addition to a financial advisor. That means I am responsible for everything from creating workflows and firm processes to handling paperwork. My goal is to be as proactive as possible so I can spend more time interacting with my clients and helping them create and implement sound financial plans.
That’s what makes this job so fulfilling. I love getting to know my clients, walking them through decisions, helping them understand financial concepts, and showing them how to get started and take control of their financial life. I love seeing people leave my office ready to take action and invest in their future!
Meet Thomas Mountain
My passion for finances started more than 25 years ago! While still in high school, I began following the stock market and decided to pursue a career in the financial industry so I could learn more about the finance world and help people navigate it. After 8 years of working at Merrill Lynch, gaining significant experience and education, I was ready to serve my clients with an even higher level of service and excellence and launched Mountain-Bishop Private Wealth Management with Scott Bishop.
Now, I am a managing partner and LPL financial advisor, spending my days helping pre-retirees stay on track for their ideal retirement.
Finances often bring up plenty of emotions, so it’s easy to see how the most difficult part of my job is to help people make prudent, logical decisions rather than rash, emotional ones based on market ups and downs and life circumstances. That being said, I love what I do. There’s just nothing like seeing people pursue their dreams. My clients have become my friends, and I work hard every day to help them work toward their goals.
We Are Here For You
If you are ready to work with a financial advisor who is committed to putting you first and finding your course of action for your unique financial situation, we’d love to get to know you! Reach out to us at 562-432-3783 to schedule a free introductory meeting.
About Us
Mountain-Bishop Private Wealth Management is a full-service independent financial services and investment services firm that has been providing retirement and investment guidance to high-net-worth individuals, business owners, and Boeing employees for more than 25 years. Through our long-term guidance, we strive to help our clients build, protect, distribute, and transfer their wealth, tailoring our services and strategies to address each client’s unique needs so they can bridge the gap between their current financial situation and their long-term goals.
Scott and Tom built their practice on trust and excellence. They focus individually on each client, delivering the personalized touch that is missing with many other firms.
The Financial Consultants of Mountain-Bishop Private Wealth Management are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (AK, AZ, CA, CO, FL, GA, ID, IL, MI, MO, NC, NJ, NM, NV, OR, PA, SC, UT, VA, WA) SCOTT E. BISHOP CA LICENSE OB55872 THOMAS P. MOUNTAIN CA LICENSE OB55827
Bill and I certainly were impressed with this information sent to us. Thank You for all you do helping us with our financial future. The one thing we missed was a little bio on Daneen. She has always provided us with information and help when needed. We think she is a great asset to your company.
Marty and I are certainly happy with your service and so appreciate your personal attention and interactions with us.
Great bio Scott!!