Scott D. Phillips, Certified Founders Group Associate
An Entrepreneur’s Business Succession Journey
Principal Financial Advisor & Coach
As an Investment Advisor Representative, Scott focuses on providing individualized Certified Trust & Fiduciary Advisor®
As an Investment Advisor Representative, Scott focuses on providing individualized financial services that align clients’ core values with their financial needs. He is listed in Marquis Who’s Who in Finance and Industry and has been successfully helping clients build and implement strategic plans for retirement since 1975. He loves helping people live their dreams by putting together a plan, implementing and monitoring the plan, and seeing the plan come to fruition.
Throughout his career, Scott has worked nationally and internationally with individuals, executives, business owners and professional athletes. He is a frequent lecturer to associations and business owners in asset and wealth management, tax planning, asset protection, risk management and total financial planning.
Andrew received a Bachelor’s Degree from the University of California, Los Angeles and graduated, with Honors, from Cannon Financial Institute. He is a Certified Trust & Financial Advisor and a Certified Exit Planning Advisor.
In addition to his Financial Planning businesses, Scott has also been a developer, owner, and operator of restaurants and convenience stores. He understands what it takes to operate successful businesses through many business cycles and changing market conditions.