Financial Advisor in San Diego, CA with 15 Year(s) of Experience
Professional Designations
Chartered Retirement Plans Specialist (CRPS)
Personal Bio
Financial planning can be overwhelming if it's not your passion or profession My job is to help you reach your goals by simplifying the process and giving you the tools to get there. From saving for a child's education to what steps to take when a spouse dies to determining when you can safely retire and what your income strategy will look like in retirement. I help my clients in the areas of personal and business financial planning, maximizing retirement income, risk analysis, investment allocation and management. In these stressful times, doesn't it make sense to have a financial plan that is solid and plans for the inevitable downturns? With somebody to keep their "eye on the ball" on a regular basis? I specialize in researching the economy and how these circumstances might impact your investments. Call me for a free, no obligation portfolio review! Specialties: I specialize in helping people in transition with 401K rollovers and long term retirement planning…I also specialize in working with Divorcees and Widows to help them get their financial lives in place and to plan for the future.
Firm Name
CAVU Wealth Management
Firm Bio
Who We Are: The aviation term "CAVU" means Ceiling and Visibility Unlimited. At CAVU Wealth Management our mission is to help you have a clear picture of your financial goals and provide you with a financial flight plan to address them! Our first priority is helping you take care of yourself and your family by creating a flight plan for your retirement. We understand there may be turbulence along the way and we have the flexibility to navigate around turbulent and unforeseen circumstances so you can reach your retirement destination. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success. We serve clients throughout the country, and we have two local offices, one in San Diego, CA and one in northern Idaho
Advisor Type
RIA - Scott Clements
Firm License #
CAVU Wealth Management
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Resume
Education
BS Business - Marketing
Duration: 1984 - 1987
MBA
Duration: 1988 - 1990
License(s)
Series 66
Advisor License #
5455970
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Methods of Compensation
Assets Under Management (AUM)
Specialties
Preferred Client Type
Articles & Blogs
Personal Blog
Activities/Hobbies
Coaching, Cooking/Grilling, Creative writing, Cycling, Fantasy Sports, Healthy Lifestyle, Hiking, Home Brewing, Investing, Mountain Biking, Reading, Snorkeling, Swimming, Weight Lifting, Writing
Disclaimer
Advisory services offered through CAVU Wealth Management, a registered investment advisor. Registered principal offering securities through Independent Financial Group, LLC (IFG) a registered broker-dealer. Member FINRA/SIPC. CAVU Wealth Management and IFG are unaffiliated entities. Electronic communications are not necessarily confidential and may not be delivered or received reliably. Therefore, do not send orders to buy or sell securities or other instructions related to your accounts via e-mail. The material contained herein is confidential and intended for the addressed recipient. If you are not the intended recipient for this message, any review, dissemination, distribution or duplication of this email is strictly prohibited. Please contact the sender immediately if you have received this message in error.
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Scott Clements CRPS
FIDUCIARY
Position: Investment Advisor Representative
Category: Tax & Accounting
Inception of Business: 2008