Jay Cleve Scott II, CLU, ChFC, CMFC, CFP

Certified Financial Planner / Realtor

Education:  United States Naval Academy (USNA) in Annapolis, MD, USC,               LA,California, College of Financial Planning (CFP) in Denver, CO and                          American College (ACBM) in Bryn Mawr, PA                                                              

Financial Designations: Certified Financial Planner (CFP) # 035909, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Mutual Fund Consultant (CMFC).

Licenses: California Life Insurance, Variable Annuity, Long Term Care License # 0480462, Registered Investment Advisor (RIA) and Registered Representative for the NASD Broker Dealer Financial Network Investment Corporation # 86050-05070, Series 7and 63 Securities Licenses, California Realtor/ Real Estate License # 01129943.

My Mission: Since 1974 my mission has and will continue to be to provide Individuals, Families and Businesses with honest and forthright advice, as well as suitable, high quality financial products, based on the most up-to-date information available. I help people buy & sell real estate, arrange for a proper loan, invest for their worry-free retirement,  or their children’s or grandchildren’s college education. I reduce the impact of federal income & estate taxes to increase my clients net worth and the inheritance they will leave their loved ones.

My service is timely, convenient, friendly and personal. My clients know their finances are secure and in good order, so they can lead less stressful lives. They can count on me to care about the things they care about.