Scott Gill, CFP®, ChSNC®

Special Needs Planning Group

Scott Gill, CFP®, ChSNC®

Special Needs Planning Group

Scott Gill, CFP®, ChSNC®

Special Needs Planning Group


Scott Gill is a seasoned financial advisor with a passion for building long-lasting relationships with his clients. He specializes in providing financial planning services to families with special needs, helping them to achieve their financial goals.

As a member of the Financial Services Institute (FSI), Scott brings a wealth of knowledge and experience to his clients. He has a proven track record of helping families to bring their financial goals to reality and is dedicated to providing personalized service that meets the unique needs of each individual and family he works with.

When he’s not working with clients, Scott enjoys indulging in his hobbies, which include golf, billiards, hiking, and following Bay Area sports teams like the Giants, 49ers, and Warriors.

Firm Description

Special Needs Planning Group provides comprehensive and holistic financial planning advice as your advisor as well as an advocate for your family. 


Financial Planning

Comprehensive Written Financial Plan

Current & Future Financial Position     

Investment Strategies

Risk Management

Tax Management

Retirement (accumulation/distribution)

Estate Planning

Long term strategies and "what if" scenarios


Client Planning Tools & Special Needs Planning

Personal wealth management website

Letter of intent template and instructions

Life care plan – transition points

Funding special need trusts

Navigating the maze of support services

Assistance on choosing and drafting appropriate legal documents

Guidance on receiving, maintaining and preserving government benefits

No “do overs” – mistakes not acceptable or reversible!


Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM


What Is a Special Needs Planner?

Main Office

4633 Old Ironsides Dr #436
Santa Clara, CA 95054

On the web

View Firm Website

Social Media


View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts