Scott Spann

Lead Planner

Scott Spann, CFP

Scott Spann serves as a Lead Planner at Facet Wealth. He has 20 years of experience working in various roles within the profession. Most recently, Scott served as a senior financial planner with Financial Finesse, a pioneer provider of workplace financial wellness programs. Scott views financial planning as a true helping profession and he is dedicated to improving the financial wellness of individuals regardless of income or net worth. He enjoys working hard to help reduce the stress and anxiety often associated with money conversations and is passionate about finding ways to help others best align their money with important life goals and values. Scott is actively involved in research and content development on topics such as financial psychology, financial wellness, and retirement preparedness. Scott’s financial life plan is focused on spending quality time with his wife (Heather) and children (Caroline and Andrew). Favorite hobbies include travel, hiking, boating, kayaking, music, and sports.

Education: College of Charleston (BS), The Citadel (MA), Kansas State University (PhD)

"Live in the moment. Plan for the future. Thrive as you seek a purpose greater than self.”

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Get to know Scott

Hiking Arthur’s Seat in Edinburgh, Scotland

Beach fun at Fort Moultrie on Sullivan’s Island

Exploring Sacre Coeur and Paris, France

SUP’ing in the Florida Keys

Where's your favorite place in the world?

I have been fortunate to travel throughout most of the United States and to around 30 different countries. I love learning about different cultures, trying out local food and beverages, and diving into the unique history of the various countries I’ve visited. Our family recently took a European Vacation to 12 different countries. No matter how far I may roam, my favorite place is where I found a home: Charleston, South Carolina.

What are you passionate about?

Faith, family, fun and adventure! I am an “experiences over stuff” person and enjoy travel, music, sports, hiking, and spending time on or near the water. I am a huge fan of College of Charleston basketball, Atlanta Braves baseball, and Clemson Tigers football.

What's your favorite movie?

My kids would be disappointed in me if I chose anything outside of the Marvel or Star Wars universe. So I’m going with Ant Man because it has a unlikely superhero, great cast, humor, and it represents a lot of quality family time together.

What are you currently listening to on Spotify?

My favorite band is NEEDTOBREATHE, a rock and roll band from South Carolina, so that is often in the playlist rotation along with their Tour de Compadres friends such as Drew Holcomb & The Neighbors, Johnnyswim, and Mat Kearney. Other current favorites include Charles Bradley, The Avett Brothers, Jason Isbell, Hayes Carll, Uncle Mingo, Ryan Bingham, and The Deadfields. I listen to everything but tend to gravitate to Americana, rock and roll, alt-country, and R&B.