Scott Clements
Helping People in California Grow Their Wealth And Keep More Of It...Advisor at CAVU Wealth Management
- Role
- Investment Advisor Representative Director of Marketing at Cavu Wealth Management
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Scott Clements
Financial planning can be overwhelming! My job is to help you reach your goals by simplifying the process and giving you the tools to get there. From designing a company retirement plan to saving for a child\'s education to detailed individual retirement planning. I help my clients in the areas of personal and business financial planning, maximizing retirement income, risk analysis, investment analysis and management. In these stressful times, doesn\'t it make sense to have a financial plan that is solid and plans for the inevitable downturns? With somebody to keep their \"eye on the ball\" on a regular basis? I specialize in researching the economy and how it impacts your investments. See if your investments and allocations are right for you.Call me for a free, no obligation portfolio review!Specialties: I specialize in helping people in transition with 401K rollovers and in working with Divorcees and Widows
Experience
Investment Advisor Representative Director of Marketing
Feb 2020 — Present · San Diego, CA, US
Work with Small-to-medium size businesses to provide them with employee retirement plans, group benefits and other merchant services.Fee Based Financial Planning and Investment Management. Provides Retirement strategies, Income planning to help clients meet their financial expectations.Specialize in working with widows and divorcees to help them handle their finances and provide support, understanding and develop a revised, solid financial roadmap.CRPC®-Chartered Retirement Planning Counselor℠ Professional Designation.
Education
San José State University
B.S., Business-Marketing
1986
Santa Clara University
N/A, MBA
1991 — 1992
Skills
- Sales Operations
- New Business Development
- Cross-Functional Team Leadership
- Marketing Strategy
- Business Development
- Small Business
- Strategic Planning
- Sales Management
- Marketing Management
- Key Account Management
- Business Planning
- Competitive Analysis
- Contract Negotiation
- Team Building
- Management
- Strategy
- Product Development
- Crm
- Forecasting
- Leadership
- Budgets
- Market Planning
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