Quintessential Financial Corp
25212 Marguerite Pkwy #130
Mission Viejo, CA 92692
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Hours of OperationMonday-Friday 9:00am-5:00pm
Quintessential Financial Corporation, founded by Scot A. Shier, provides investment and insurance strategies for families and businesses. As a Registered Representative of NEXT Financial Group, Inc. Scot has access to a broad range of financial products, while maintaining his independence. He personally reviews the unique financial needs of each client and provides an in-depth analysis of the recommended investment vehicles available to help them achieve their financial goals.
Scot is a Certified Financial PlannerTM, and licensed investment adviser with insurance licenses since 1994. He has been a professor of Retirement Planning at University of Redlands and UC Irvine Extension. As an Aerospace Engineer, Scot served in the Air Force for over 10 years. He now applies that engineering mentality in designing “Financial Freedom Plans” for his clients.
We all strive for varying degrees of financial independence. One of the first steps towards achieving this is the creation of a sound financial plan. By integrating a diverse pallet of investment vehicles and strategies, we generally decrease risk of failure while increasing confidence of a financially comfortable future. The integration of stocks, bonds, mutual funds, retirement plans, taxes, insurance, etc. may seem overwhelming to most. That is why you may require the help of a qualified professional.