Scott Marcoe

Scott Marcoe is a financial planner and CRPC professional who helps individuals

navigate major life and career transitions with clarity and direction. He is the

founder of Checkpoint Planning and creator of The Checkpoint Strategy, a

framework designed to bring structure and confidence to moments that often feel uncertain, including job loss, career change, divorce, and early retirement.

Scottʼs approach is shaped by his background as a competitive endurance athlete. As a state champion mountain bike racer and national champion in 24-hour racing, he developed a mindset built on discipline, adaptability, and long-term focus. That experience informs his belief that meaningful progress happens through clear checkpoints, thoughtful pacing, and the ability to adjust in real time.

His work centers on breaking complex decisions into manageable steps so

individuals can stabilize quickly, build confidence, and move forward with

intention.

In addition to his advisory work, Scott brings a practical and execution-focused

perspective to organizational strategy, with an emphasis on clarity, alignment, and measurable impact.

Scott lives in Orange County, California and supports clients across the United

States.