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Plan for Tomorrow

Live for today

Live for today

Let us help you plan for the future.

Our Qualifications

Scott has been working with individuals and businesses in the San Diego area for over 20 years.

  • Scott is a CERTIFIED FINANCIAL PLANNER™ professional.  
  • He has received the designation of Chartered Retirement Planning Counselor (CRPC) through the College for Financial Planning. .
  • 2017 San Diego Five Star Wealth Manager*
  • Scott attained his Series 7 (General Securities Agent Representative) as a Financial Advisor in 1997. 
  • Series 63 (Uniform Securities Agent State Law). 
  • Series 65 (Investment Advisor). 
  • Series 24 (Supervisory/Branch Manager/Registered Principal).  
  • Scott is licensed through the California Department of Insurance (Insurance license # 0C01550) as an Insurance Agent for Life, Health, and Long-Term care.  
  • Scott is also licensed through the State of California Bureau of Real Estate as a licensed Real Estate Salesperson (Real Estate license # 01943465).

Scott is dedicated to developing lasting relationships with all of his clients. He believes in helping you assess your financial goals and participate in the management of your finances.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of  2017 Five Star Wealth Managers

 Series registrations are held with LPL Financial.