Scott Plamondon

For over 22 years Scott Plamondon has been successfully helping people plan for retirement. He uses his accounting and investment background combined with a deep understanding of his client's financial needs, to offer the best possible strategies. Each client is given an in-depth financial statement, complete with income and expense analysis tailored to their personal objectives. Recommendations are given on how clients can maximize their total income and wealth while eliminating unnecessary tax expenditures. When it comes to financial planning, experience and knowledge are what really count. Make sure you're on your way to a successful retirement. Scott earned a Bachelor of Science degree in Business Administration from New Hampshire College. He is a Chartered Life Underwriter (CLU) and he has a Personal Financial Planning Certificate (PFP) from the University of California, Irvine. He is fully licensed in life and disability insurance, and annuities. Scott served in the US Air Force from 1984 to 1987. He is married with two daughters and resides in Mission Viejo, California where he is an active member of the community.