GBJ Scott Financial

GBJ Scott Financial

Financial Advisor


About George BJ Scott, CFP; CRC


George B. J. Scott CFP; CRC is a Financial Advisor, Registered Representative and a Investment Advisor Representative of SagePoint Financial, Inc. educated  as a Certified Financial Planner™ (CFP®) and Certified Retirement Counselor (CRC ). Working as an independent professional serving clients since 1987 he has been assisting pre-retirees to become retirees; helping them achieve their eventual financially independent retirement. Since 1987 George has built a strong base of  loyal clients who he meets with 2-3 times a year.

George is a member of the Financial Services institute (FSI; and a member of Insured Retirement Institute ( IRI; 

George earned a bachelor’s degree in Psychology in 1977 from California State University Long Beach, graduating as “Graduate of Distinction.” A long-time resident of the Seal Beach and east Long Beach areas, he started self-financial planning at age 26 using real estate, securities, and life insurance programs with the aid of an advisor.

George shares his knowledge by conducting seminars on financial topics. George has been a past volunteer to the Orange County Chapter of the Make-A-Wish Foundation and a former volunteer and board member of the West Orange County Crisis Intervention Hotline.