Scott K. Warner
Investment Adviser Representative @Life Design Financial & Insurance Services
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WORK HISTORY
Investment Adviser Representative @Life Design Financial & Insurance Services
Orange, CA, US
After passing the Series 65 and becoming an Investment Adviser Representative in July 2006, Scott has continued to assist individuals and families reach their financial planning goals by focusing on investors not outliving their money and by helping them provide for their families after they’re gone.”
EDUCATION
California State Polytechnic University-Pomona
BS Finance/Real Estate Law
SKILLS
ABOUT SCOTT K. WARNER
As an Investment Adviser Representative, Scott is dedicated to helping you work toward your financial by working with you to develop strategies that are right for you.“I love watching our clients prosper and seeing them reach for their dreams,” Scott says. “Creating income and investment strategies that contribute to people’s financial futures and can be easily followed is what I enjoy doing.”As a financial professional who can offer investment and insurance products and services, Scott earned a Bachelor of Science degree in finance, real estate and law from California State Polytechnic University at Pomona. He stays current on economic trends by attending continuing education courses across the country and by continually studying the work of well-respected financial professionals.Scott recently moved back to his hometown of Anaheim, where he is active in the local business community and his church. Away from the office, Scott enjoys golf, camping and travel, as well as spending time with family and friends.\"Insurance products are offered through the insurance business Life Design Financial & Insurance Services. Life Design Financial & Insurance Services is also an investment advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a registered investment adviser. AEWM does not offer insurance products. The insurance products offered by Life Design Financial & Insurance Services are not subject to investment adviser requirements. CA insurance license #OB75••••••••10/24”
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