Meet Scott W. Taubman

Scott W. Taubman, CFP®, is a trusted Financial Planner at Innovative Financial Management in Phoenix, AZ. With over 40 years of industry experience, he helps individuals, families, businesses, and nonprofits navigate insurance, retirement, investments, and estate planning with clarity and confidence.

Scott currently serves as President of Innovative Financial Management—a values-driven financial planning practice dedicated to personalized strategies, ethical guidance, and long-term client success.

Learn more about Scott’s services at his official website: ifmaz.com

Why Work With Scott W. Taubman

Choosing someone to guide your finances is a big decision. That’s why working with an experienced professional makes all the difference.

Scott W. Taubman, CFP®, is known for his:

• Simple, jargon-free advice tailored to your goals

• Fiduciary guidance—Scott always puts your best interest first

• A long-term partnership, not a transactional service

• Holistic expertise across finance, sales, ops, and leadership

I don’t just help people with numbers—I help them build confidence, legacy, and peace of mind.”

What Scott W. Taubman Can Help You With

As a Certified Financial Planner Phoenix AZ families trust, Scott offers support in:

• Life Insurance & Annuities

• Retirement Income Planning

• Tax Optimization

• Budgeting & Cash Flow

• Estate & Wealth Transfer

• Business Succession Planning

• Debt Management

Whether you’re preparing for retirement or starting a business, Scott tailors strategies to fit your life.

Background & Education

Scott holds both a bachelor’s and master’s degree in Business Administration, with a focus on Finance and Economics.

Over the past 40 years, he has worked across industries, helping people from all walks of life. In addition to his education, he brings real-world insight from roles in operations, accounting, sales, and leadership.

Giving Back & Family Life

Scott lives in Phoenix, AZ with his wife Janne. Together, they enjoy traveling, wine, and family time. In addition, they stay engaged in their community through volunteer work. For example, Scott serves on the Board of ACCEL, a nonprofit school for autistic and behaviorally challenged children and adults.

Outside work, Scott and Janne enjoy traveling, good food, and time with their daughter and son-in-law, who also live nearby.

About Innovative Financial Management

Located in Phoenix AZ, Innovative Financial Management helps individuals, families, and businesses plan their futures with clarity.

Their mission: Deliver honest, personalized guidance so clients can reduce stress, protect assets, and reach financial freedom.

Learn more about Scott’s services at his official website: ifmaz.com

Looking for a Certified Financial Planner in Phoenix AZ who truly listens?

Scott W. Taubman, CFP®, is ready to help you design a financial plan that fits your goals.

Get in Touch

FAQs

❓What does a Certified Financial Planner do?

A Certified Financial Planner (CFP®) helps individuals and families create personalized financial strategies. These may include retirement, insurance, investments, and estate planning. In Phoenix AZ, Scott W. Taubman, CFP®, brings clarity and ethics to every client relationship.

❓Why should I hire a Certified Financial Planner in Phoenix AZ?

Hiring a Certified Financial Planner Phoenix AZ means choosing someone who is trained, ethical, and committed to your success. Scott works closely with local families and business owners to create long-term plans that grow and protect wealth.

❓What’s the difference between a financial advisor and a Certified Financial Planner?

While both offer financial advice, a Certified Financial Planner has more rigorous training and must follow strict ethical standards. For over 40 years, Scott W. Taubman, CFP®, has helped Phoenix residents plan with confidence.

❓Is Scott affiliated with any national financial organizations?

Yes. In addition to leading Innovative Financial Management, Scott W. Taubman, CFP®, is an active leader within the Delaney Agency and Symmetry Financial Group. His national network allows him to serve clients with top-tier tools, training, and industry resources—while still offering one-on-one guidance with integrity.

This collaboration gives clients access to industry-leading tools, training, and support while still receiving Scott’s trusted one-on-one guidance.