Scott S.

Accredited Financial Counselor® with Navy Reserve Center San Diego & North Island

Role
Personal Financial Counselor at Magellan Federal
Location
San Diego, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Scott S.

Served the military community in a number of key roles, including: Personal Financial…

Experience

  1. Personal Financial Counselor

    Magellan Federal

    Aug 2023 — Present · San Diego, CA, US

    Provide one-on-one financial counseling and classroom training for service members and families in support of the U.S. Department of Defense Office of Financial Readiness (FINRED) at Navy Reserve Center San Diego & North Island. Deliver a wide variety of financial topics including: Budgeting, Car Buying, Credit & Debt Management, Home Buying, Investing, Retirement Planning, Saving, and Tax Planning. Consistently achieve a high percentage (70-75%) of direct service hours (DSH). Earn trust and support from current and previous installation leadership (CO/XO/CMC).

Education

  • Arizona State University

    Bachelor of Science - BS, Business Administration

  • UC San Diego Extended Studies

    Certificate, Human Resources Management and Services

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Scott S. — Personal Financial Counselor at Magellan Federal in San Diego, US | Unifers