Scott Waddell is an experienced financial planning professional that focuses on all areas of financial planning, estate planning strategies, and wealth management. For more than a decade, Scott has focused on helping his clients—individuals, families, and small businesses—address their specific financial goals and objectives.
Scott holds the Series 7 and 66 securities registrations through AXA Advisors and is licensed in the states of California, Florida, Georgia, and Utah for life, health, and disability insurance. In addition, he has also earned his Chartered Retirement Planning Counselor (CRPC®) designation. Scott uses his considerable experience and training to develop comprehensive financial plans for his individual and business clients that often include 401K plans, distribution plans for retirement, hands-on investment management strategies, tax planning strategies, business analysis, as well as estate and risk management strategies.
Scott grew up in southern California and played volleyball for three years at UCLA before serving a two-year church mission in the Dominican Republic. Upon his return, Scott enrolled at Brigham Young University, where he was a two-year volleyball letterman and earned his bachelor’s degree with Dean’s List academic honors.
Ultimately, he went on to earn a Master of Business Administration from the University of California Irvine, Paul Merage School of Business.
Scott currently resides in beautiful Corona, California, with his wife Michelle and their three children.
Bachelor Degree – Brigham Young University
Master of Business Administration – University of California Irvine
Licenses & Certifications
FINRA Series 7, 66
CA Insurance License 0E94635
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC; in UT as Equitable Network Insurance Agency of Utah, LLC; and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Wealth Management Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.