Scot Shier
President, CFP®,CKA® at Quintessential Financial Corp.
- Role
- Financial Advisor at Kingdom Advisors
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Scot Shier
Past-President of Mission Viejo Chamber of Commerce. Adjunct Professor teaching “Employee Benefits & Retirement Planning\" course at University of Redlands and at UC-Irvine Extension in past yearsFinancial Planning Association Board of Directors in Orange County. Over 500 financial planning members. FPAOCC.orgTEDxMissionViejo Organizer for Oct 14, 2016 eventQuintessential Financial Corp, founded by Scot A. Shier, provides investment and insurance strategies for families and businesses. As a Regional Director with Money Concepts Capital Corp, Scot has access to a broad range of financial products, while maintaining his independence. He personally reviews the unique financial needs of each client and provides an in-depth analysis of the recommended investment vehicles available to help them achieve their financial goals. Scot has a great sense of humor and enjoys the opportunities that So-Cal brings.Accolades: Proud father of quintuplets (yes, 5 at once. all graduated from college in 4 years)Past Commissioner for the City of Mission Viejo\'s Investment Advisory CommissionFormer US Air Force CaptainRadio guest / contributor to The Business Experience ShowAll Securities Offered Money Concepts Capital Corp. Member FINRA /SIPC Quintessential Financial Corp. is an independent firm and not affiliated with Money Concepts Capital Corp.
Experience
Financial Advisor
Jul 2018 — Present
A Certified Kingdom Advisor® designation is granted to advisors who have designated themselves to be able to apply Biblical wisdom in counsel, who have approved professional designations (CPA & CFP®), agree to espouse and practice in an ethical manner, maintain active local church involvement evidenced by pastoral and client references, and pledge to practice Biblical stewardship in their personal and professional lives - including giving regularly and proportionately of their income.
Education
University of Southern California
MS, Systems Management
1984 — 1985
College for Financial Planning
Certified Financial Planner
2005 — 2007
United States Air Force Academy
BS, Aeronautical Engineering
1978 — 1982
Skills
- Entrepreneurship
- Securities
- Public Speaking
- Estate Planning
- Retirement
- Strategic Financial Planning
- Series 7
- Insurance
- Series 24
- Disability Insurance
- Asset Allocation
- Mutual Funds
- Risk Management
- 401k
- Financial Planning
- Fixed Income
- Financial Planners
- Fixed Annuities
- Investments
- Asset Managment
- New Business Development
- Business Development
- Retirement Plan Consulting
- Wealth Management
- Equities
- Personal Finance
- Wealth
- Iras
- Asset Management
- Relationship Management
- Life Insurance
- Small Business
- Finance
- Community Outreach
- Investment Strategies
- Alternative Investments
- Retirement Planning
- Financial Services
- Financial Analysis
- Portfolio Management
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