Scott J Foties, CERTIFIED FINANCIAL PLANNER®

I began my career as a Financial Advisor in 2010 and I specialize in Retirement Planning for individuals and business owners with emphasis on 401k Rollovers, Portfolio management, Social Security Planning, and Education planning.

I believe it is essential to get to know clients, their finances, lifestyles, and goals as much as possible. By doing so I can best offer them advice that is tailored to meet their specific needs. Based on this information, I then work with them to develop individually customized plans to help them pursue their goals.

I am a graduate of Villanova University and hold a bachelor's degree in Economics. I hold a Series 7 general securities license, as well as a Series 66 uniform combined state securities license through LPL Financial, and a California life and health Insurance license. My wife Kathy and I reside in the city of Corona where I have been a resident for over 21 years. I enjoy being active in my community as well as in my church, Olive Branch Community Church in Corona. Since I value a client's time, I make myself available to meet with them face to face at their homes or place of business if necessary. In my spare time I enjoy baseball (I am a New York Yankees fan), fishing, physical fitness, and volunteering at Olive Branch.

For more information I can be contacted at: 323-691-7658 or at S.Foties@lpl.com