Scot A. Shier,  CFP<sup>&reg;</sup> - Financial Advisor

Scot A. Shier, CFP®

President

Quintessential Financial Corp.

2372 SE Bristol St, Ste C
Newport Beach, CA 92660-0755
FINANCIAL ADVISOR'S WEBSITE
(949) 770-7555 CONNECT WITH Scot
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General

Scot Shier is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Quintessential Financial Corp. in Newport Beach, CA and the surrounding communities.

Financial Advisor Overview

Regional Director, supervising other branch offices. Offer clients comprehensive financial planning, investment management and insurance services.

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Financial Advisor Experience

Securities and insurance licensed since 1994. Adjunct Professor teaching "Retirement Planning" CFP course at both University of Redlands and UC Irvine. Past-President of the Mission Viejo Chamber of Commerce. Director for FPA in OC, and Chairman of Commissioners for "City of Mission Viejo Investment Advisory Commission."

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 31, 51, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Kingdom Advisor

Insurance Licenses

  • Life insurance: CA,AZ,OR,WA,VA,SC
  • Health/disability insurance: same
  • Fixed annuities: same
  • Variable annuities: same

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

All Securities offered through Money Concepts Capital Corp., Member FINRA/SIPC. Quintessential Financial Corp. is not affiliated with Money Concepts Capital Corp.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Getting Divorced, Employee Benefits, Government & Military, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources