Financial Advisor in Newport Beach, California with 29 Year(s) of Experience
I'm a "Certified Financial Planner™" with over 26 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 24 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.
Quintessential Financial Corp.
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.
RIA - Scot Shier
Firm License #
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BS in Aeronautical Engineering
Duration: 1978 - 1982
Certified Financial Planner
Duration: 1983 - 1985
MS in Systems Management
Duration: 2005 - 2007
Series 24, Series 63, Series 65, Series 7
Advisor License #
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Methods of Compensation