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BS Business Management

Member of the U.S. Ski Team 1974-1980

In U.S. Ski and Snowboard Hall of Fame & 1977 World Freestyle Skiing Campion

Enjoys Tennis, surfing, and skiiing

Will video conference with clients to make it easier

Get to Know Scott

Scott A Willingham is a financial professional with E.F Heagen & Associates and has 28 years of experience as an independent financial advisor. Prior to that, Scott was involved in the Ski and Automobile industries. Scott seeks to provide solid, professional advice on ways to work toward his clients’ financial goals. He takes an active role in educating clients about matters concerning retirement planning, small business retirement plans, tax-advantaged investing, and estate planning.

Scott received a B.S Degree in Business Management from California State University of Long Beach. Scott holds his Series 7 and 63 registrations with LPL Financial and holds his Series 65 and IAR (Investment Advisor Representative) registration with Trilogy Capital. He is licensed to sell insurance long-term care insurance, variable Annuities and 529 College Savings Plans.

Scott is a Registered Representative with LPL Financial, the nation’s leading independent firm (as reported by Financial Planning Magazine, June 1996-2022, based on total revenue). LPL Financial is a member of FINRA (Financial Industry Regulatory Authority) and the Securities Investor Protection Corporation (SIPC). Unlike most major Wall Street Firms, LPL Financial does not offer their own investment products and provide personalized research and outlook. This allows Scott to choose investments solely on the merits of their characteristics and their suitability for his client’s financial goals.

Scott has two children, Lauren and Max, and resides in Surf City, USA, Huntington Beach. Scott enjoys surfing, tennis, and skiing. His passion for skiing remains as he was a member of the U.S. Ski Team and competed on the World Trophy Freestyle Tour for six years and was the World Freestyle Champion in 1977.

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Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

Call Us To Get Started. (844) 356-4934