Scott K. Warner

Further information about Scott K. Warner:

A graduate of California State Polytechnic University, Pomona, with a B.S. in Finance and Real Estate Law, Scott brings nearly two decades of hands-on financial planning experience to our clients. He has earned a reputation among his peers as being a man of integrity and an active contributor to the community. Scott laid the foundations of Life Design Financial by creating financial plans for clients that align with the core values of their lives.

Scott is a member of several organizations that honor excellence in the financial services profession. Being a believer in life long learning he enrolls in Continuing Education so that he will have the most up to date information and for our clientele. Scott also is an active member of National Alliance for the Mentally Ill (NAMI) and Child & Adolescent Bipolar Foundation. He lives in Fullerton with his wife and two daughters.

Compensation and Fee Structures:

All types of fee structures, depending on situation.

Licenses, Certifications & Affiliations:

I have my 6,63, 65 and life and disability, long term care licenses

Education:

Bachelors of Science in Finance, Real Estate and Law

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Further information about Life Design Financial:

(Size of firm: 0-9 advisors)

Life Design Financial is an independent financial planning and investment firm in Brea, California. Founded in 1992 by our president, Scott K. Warner, Life Design Financial combines decades of experience with innovative strategies to create customized financial solutions for individuals, families and small businesses.

In addition to traditional financial services, Life Design Financial specializes in personal financial planning that considers each client's values and life goals before - perhaps even more than - his or her financial means. By creating roadmaps that guide our clients, in clear steps, from where they are now to where they want to be, we provide them with the tools they need and the confidence that they can indeed achieve their dreams.

As an independent firm, we have no obligation to sell proprietary products or services. This means we can be selective in locating the investment vehicles best suited for your financial goals, and offer unbiased investment advice backed with integrity and dedicated service.

We invite you to take advantage of our complimentary one-hour consultation, the perfect opportunity for you to ask questions and learn the significant advantages of our approach.

Life Design Financial also offers financial and life planning solutions for families with special needs. Working with our sister organization, Tomorrow's Promise, a special needs advocacy, we are able to provide expert guidance on issues from benefits to housing to recreational opportunities.