"I believe that financial planning is the right balance of living for today as well as planning for tomorrow."
Scott Naiman is Vice President of Wealth Planning at Trilogy Financial where he is dedicated to putting together professional strategies and courses of action that empower his clients to pursue their financial goals. He also devotes his time to coaching both new and tenured representatives in order to develop their skills so they may succeed in helping clients work towards financial independence.
Mr. Naiman dedicates himself to making a positive impact on everyone with whom he comes in contact - a commitment that he can trace back to his days as a Los Angeles County Sheriff’s Deputy. He joined Trilogy Financial Services as a registered representative in August of 2008 with the belief that it is important to focus on big-picture goal planning to help clients build confidence in the direction they are heading.
In order to further his ability to help clients with their complex retirement decisions, Scott spent a year and a half studying for and completing the course curriculum to obtain the designation of RICP® (Retirement Income Certified Professional). In today’s changing environment, the need for current and effective retirement planning is greater than ever. This designation has enhanced his skill set and increased his knowledge to be able to deliver meaningful and sustained value to his current and future clients in their retirement years. Holding FINRA Series 6, 7, and 63 registrations with LPL Financial, the series 65 registration with TrilogyCapital, Inc., as well as California life and health insurance licenses, Mr. Naiman lives in Eastvale, California. When not working he enjoys Crossfit, traveling and golfing.