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Scot Shier

Advisor Details

Financial Advisor in Newport Beach, California with 30 Year(s) of Experience

Professional Designations

Certified Financial Planner (CFP) - 133768

Personal Bio

I’m a “Certified Financial Planner™” with over 30 years of experience as a licensed securities advisor and insurance agent. I received my Aeronautical Engineering Degree from the U.S. Air Force Academy, and my Masters Degree in Systems Management from USC. As an Adjunct Professor, I have taught Retirement Planning at University of Redlands and also taught at UC-Irvine. I occasionally serve the military as a “Personal Financial Counsellor.” I’m very active in my community, serving in the Newport Beach Chamber of Commerce. I’m past President of the Mission Viejo Chamber, and serve on the board of the Financial Planning Association in Orange County. I was also Chairman of the Investment Advisory Commission for the City of Mission Viejo. My company is Quintessential Financial… a name chosen because I have Quintuplets (Five 28 years old… all graduated from college and working in their chosen careers). So I know something about college planning, too. I provide investment and insurance strategies for families and businesses. This includes devising income generating strategies for financial freedom (some call it “retirement”), and minimizing the dreaded tax bill. I’ll put my engineering analysis to work for you. All securities offered through Money Concepts Capital Corp., Member FINRA/SIPC. Quintessential Financial Corp. is not affiliated with Money Concepts Capital Corp. Investments products and services available only to residents of California, Arizona, Oregon, Pennsylvania, South Carolina, and Washington.

Firm Name

Quintessential Financial Corp.

Firm Bio

Founded in 2002. Quintessential Financial’s name was chosen to honor the miraculous birth of Scot’s five children in 1996. Scot is a proud member (and serves on the board) of the Financial Planning Association in Orange County. Scot is both a Certified Financial Planner [TM] and Certified Kingdom Advisor.

Advisor Type

Broker Dealer - Scot Shier

Firm SEC Form ADV

Firm SEC Form CRS

Total Assets Under Management

$35000000

Firm SEC/CRD #

2462276

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Education

University of Southern California
BS in Aeronautical Engineering
Duration: 1978 - 1982
US Air Force Academy
Certified Financial Planner
Duration: 1983 - 1985
College for Financial Planning
MS in Systems Management
Duration: 2005 - 2007

License(s)

Series 7, Series 63, Series 65

Advisor SEC/CRD #

2462276

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Are you a Fiduciary?

Yes

Do you receive any commissions or fees based upon financial products that you provide to your clients?

No

Methods of Compensation

Assets Under Management (AUM), Fee-Based, Commission Only

Specialties

Preferred Client Type

Membership Associations

Financial Planning Association (FPA)

Military Veteran

Air Force

Language Spoken

English

Disclaimer

All Securities offered through Money Concepts Capital Corp., Member FINRA/SIPC.

Quintessential Financial Corp. is not an affiliate of Money Concepts International, Inc.

Contact:

2372 Southeast Bristol Street
Newport Beach, California 92660

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