George BJ Scott
Financial Advisor and Investment Advisor Representative
George B. J. Scott is a Financial Advisor and Investment Advisor Representative. Educated as a CERTIFIED FINANCIAL PLANNER™ professional (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 and satisfied clients who he meets with 2-3 times a year. George is a member of the Financial Services institute (FSI www.financialservices.org) and a member Insured Retirement Institute (IRI www.irionline.org)
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 has shared his knowledge by conducting seminars in 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.