---
title: "Scot Shier | Financial Advisors"
description: "Scot Shier at Quintessential Financial Corp.. I'm a \"Certified Financial Planner™\" with over 30 years of experience as a licensed securities advisor and…"
url: https://financialadvisors.com/advisors/scot-shier/
---

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![Scot Shier](https://financialadvisors.com/wp-content/uploads/2023/06/2002131581559222ScotHeadshot2018-02square-web.jpg)

# Scot Shier

Quintessential Financial Corp.

investment

Certified Financial Planner

Email Advisor

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## About

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 Information

![Quintessential Financial Corp. logo](https://financialadvisors.com/wp-content/uploads/2023/06/2102171613599772qf-final-logo-0413.jpg)

Firm Quintessential Financial Corp.

Position President

Agency Type broker_dealer

Firm CRD# 2462276

About Firm

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.

Firm Location

## Professional Details

Advisor CRD# 2462276

Fiduciary Yes — acts in your best interest

Compensation Assets Under Management (AUM) • Fee-Based • Commission Only

Designations

Certified Financial Planner

Licenses

Series 7 Series 63 Series 65

## Investment Information

Assets Under Management $35M

SEC Form ADV [View Form ADV →](https://financialadvisors.com/wp-content/uploads/2023/06/2102171613599772ADV-IIBrochureSupplementforShierScot.pdf)

Form CRS [View Form CRS →](https://financialadvisors.com/wp-content/uploads/2023/06/MCC-CRS-2023.pdf)

## Practice Focus

Specialties

- Portfolio Management 30%

- Retirement Planning 30%

- Alternative Investing 20%

- Financial Planning 20%

Preferred Client Type

- Baby Boomers 60%

- Business Owners 35%

- Military Personnel/Veterans 5%

## Education

Education

**University of Southern California**

**US Air Force Academy**

**College for Financial Planning**

## About Me

Community Involvement Financial Planning Association (FPA)

### Contact Information

Email Advisor

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[(949) 770-7555](tel:9497707555)

Address 2372 SE Bristol St, Newport Beach, CA 92660, USA

### At a Glance

AUM $35M

Founded 1994

### Links

[Website](http://www.qfcorp.com/) [SEC Form ADV](https://financialadvisors.com/wp-content/uploads/2023/06/2102171613599772ADV-IIBrochureSupplementforShierScot.pdf) [Form CRS](https://financialadvisors.com/wp-content/uploads/2023/06/MCC-CRS-2023.pdf)

[BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/2462276)

### Connect

[LinkedIn](https://www.linkedin.com/in/scotshier/) [Facebook](https://www.facebook.com/scot.shier/) [YouTube](https://www.youtube.com/c/ScotShier/featured)

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