About Tom

 Tom Direct (949) 265-1086

  Thomas C. Scott, CFP®, CFS
REGISTERED REPRESENTATIVE, LINSCO/PRIVATE LEDGER,MEMBER FINRA/SIPC Tom is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Certified Fund Specialist (CFS) with over 23 years experience in investment management, Retirement & Estate planning. Tom received the CFP® certification from the College for Financial Planning and the University of Southern California, and the CFS designation from the Institute of Business and Finance. He is a member of the Financial Planners Association (FPA) and a recipient of the KNX News Radio “Citizen of the Week award."

 

 

 

"Winning the lottery, receiving a large inheritance, or making a killing in the stock market, will not necessarily achieve financial Independence for you . True lasting financial independence is achieved through, understanding investment basics, staying informed, planning ahead, and reviewing your status on a regular basis." 

Tom Scott