Advisor Details

Advisor Details

Financial Advisor in Newport Beach, CA with 27 Year(s) of Experience

Professional Designations

Certified Financial Planner (CFP) - 133768

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Personal Bio

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.

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.

Firm SEC Form ADV

Total Assets Under Management

$30,000,000

Firm SEC/CRD #

2462276

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SEC

NASAA

Firm Logo

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Education

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

License(s)

Series 7, Series 63, Series 65, Series 24

Advisor SEC/CRD #

2462276

Research this Advisor:

    BROKER CHECK
    SEC
    NASAA

    Are you a Fiduciary?

    Yes

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

    Yes

    Methods of Compensation

    Fee-Based

    Specialties

    Preferred Client Type

    Membership Associations

    Financial Planning Association (FPA) - 146324

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    Publications Featured In

    Other

Contact:

2372 SE Bristol St
Newport Beach, CA 92660

Scot@QFCorp.com

(949) 770-7555

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