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Scott C. Grove

Managing Partner @Capstone Partners Financial and Insurance Services

Newport Beach, CA, US
MOBILE NUMBERS
+14•••••••20

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WORK HISTORY

Jan 2001 — Present

Managing Partner @Capstone Partners Financial and Insurance Services

Scott Grove has over 15 years of experience in the Financial Services Industry. He began his career with CNA Financial Group as a Registered Representative. Scott earned CNA’s Rookie of the Year and the equivalent to Chairman’s Club from his first year on.Scott joined Capstone Financial Partners as the Director of Brokerage Operations in November 2001. He has qualified for the Brokerage Director’s Management Council each year since joining and the equivalent to Top of Council the last four years. Scott leads the advanced planning division working with closely held business owners and high net worth individuals. Scott\'s specialty is delivering solutions to help maximize efficient tax and estate planning strategies. Premium financing, captive insurance, 412(e)(3).Scott and his wife Tracy live in Newport Beach, CA with their five year old daughter Ella.

EDUCATION

1992 — 1996

Ohio University

Bachelor of Business Administration (BBA)

SKILLS

ManagementBusiness PlanningInvestment AdvisoryLong-Term CareLife InsuranceInsuranceHealth InsuranceFinancial PlannersRetirement PlanningFinancial ServicesFixed AnnuitiesEstate PlanningPortfolio Management

ABOUT SCOTT C. GROVE

Scott leads an advanced planning team and is a joint work specialist who provides…

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