Jay Cleve Scott II, CLU, ChFC, CMFC, CFP & Realtor
Education
United States Naval Academy (USNA) Annapolis, MD - University of Southern California (USC) Los Angeles, CA - College of Financial Planning (CFP) Denver, CO - American College (ACBM) Bryn Mawr, PA
Professional Financial Designations
CFP - Certified Financial Planner # 035909, CLU - Chartered Life Underwriter, ChFC - Chartered Financial Consultant, CMFC - Chartered Mutual Fund Consultant
Licenses
California Real Estate # 01129943, Registered Investment Advisor (RIA) & Registered Representative for the NASD Broker Dealer Financial Network Investment Corporation # 86050-05070, Series 7 & 63 Securities Licenses, California Life Insurance, Variable Annuity, Long Term Care # 0480462
My Mission Since 1974
To provide honest and forthright advice as well as suitable, high quality financial products, based on the most up-to-date information to increase my clients net worth and the legacy they will leave their loved ones.
My Goal
To help people prepare financially for a worry-free retirement and major life events...to have them count on me to care about the things they care about to reduce their stress…to assure their finances are secure and in good order & to provide convenient, prompt, friendly & personalized service.
My Services
