Scott Heinila
Senior Wealth Advisor @The Zandbergen Group
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WORK HISTORY
Senior Wealth Advisor @The Zandbergen Group
Laguna Beach, CA, US
The Zandbergen Group is a DBA of Axxcess Wealth Management, LLC (\"Axxcess\") an SEC Registered Investment Advisor with the SEC. Axxcess provides investment advisory and related services for clients nationally. Axxcess will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at and its advisors do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
EDUCATION
The American College of Financial Services
Retirement Income Certified Professional
California State University-Long Beach - College of Business
BS, Finance
SKILLS
ABOUT SCOTT HEINILA
Scott Heinila is a 20+ year insurance and financial services leader dedicated to elevating the planning experience for Advisors and their clients. After earning his Finance degree from CSULB, he built his career across key leadership roles—including Director of Sales for a national FMO, Regional Vice President for a leading annuity carrier, and Executive Director at Producers Choice Network.Today, Scott is the Co-Founder and CEO of Optimized Insurance Planning, a national network of experienced insurance planners committed to empowering the financial services community. OIP champions a holistic approach to financial planning by integrating risk management solutions—including annuities, life insurance, and long-term care—into a cohesive and client-centered strategy.Scott is also the President and Founder of Prism Wealth Preservation, a financial and insurance services firm specializing in serving pre-retirees, retirees, and business owners seeking clarity, confidence, and long-term security.Scott hosts the Optimized Advisor Podcast, where he highlights best practices, behavioral insights, and personal well-being strategies for today’s financial professionals.A former Southern California native now based in Flower Mound, Texas, Scott enjoys functional fitness, mountain biking, motocross, snowboarding, wakeboarding, and time outdoors with his wife Melissa, their two sons, and Champ.
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