Scott Naiman, RICP®

Scott Naiman believes that financial planning is the right balance of living for today as well as planning for tomorrow. He joined Trilogy Financial in 2008 with the belief that it is important to focus on big-picture goal planning. This encompasses social security, income needs, Medicare, mortgage decisions and any other factors that help clients build confidence in the direction they are heading.

Scott dedicates himself to making a positive impact on everyone with whom he comes into contact – a commitment that he can trace back to his days as a Los Angeles County Sheriff’s Deputy. This can be seen in how he puts together professional strategies and courses of action that empower his clients to pursue their financial goals. It is also exemplified in the time he devotes to coaching both new and tenured representatives in order to develop their skills so they may succeed in helping clients work towards financial independence.

In today’s changing environment, the need for current and effective retirement planning is greater than ever. This fact motivated Scott to obtain the RICP^® (Retirement Income Certified Professional) designation. He also holds FINRA Series 6, 7, and 63 registrations with LPL Financial, the Series 65 registration with Trilogy Capital, Inc., as well as a California Life and Health Insurance License.