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Scot A. Shier, CFP®, CFEd®

Quintessential Financial & Insurance Services Corp

25212 Marguerite Pkwy
Suite 130
Mission Viejo, CA 92692
Phone: (949) 770-7555
Fax: (888) 770-7555

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Banking
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Starting a Family
  • Long-term Care
  • Sudden Wealth

 

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