Scot Shier

Scot Shier

Quintessential Financial Corp.
2372 SE Bristol St, Newport Beach, CA 92660
Financial Advisor
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About 

Scot Shier

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.

Licenses

Series 63
Series 65
CERTIFIED FINANCIAL PLANNER™, CFP®

Education

US Air Force Academy BS in Aeronautical Engineering Duration: 1978 - 1982
University of Southern California MS in Systems Management Duration: 1983 - 1985

About 

Quintessential Financial Corp.

FIRM SEC/CRD #

2462276

Are you a Fiduciary?

Yes

Do you receive any commissions or fees based on financial products you provide to clients?

Yes

Methods of Compensation

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