Scott Babbitt
Vice President of Investments 

Scott Babbitt believes that financial planning must always be individualized, never generalized. That’s why he makes sure that his clients receive truly custom, considered advice and strategies. His independent, professional planning and analysis seeks to help position them for financial progress.

At Trilogy, Scott likes the close relationships he creates with clients, and the sense that his advice is making a real difference in their lives. His active asset management, fee-based advisory services and relationships with legal, business and tax advisors help to facilitate strategies for wealth accumulation, asset preservation and wealth transfer for individuals and families.

Away from work, this California State University, Long Beach graduate is an avid (and good) golfer and well-known in his community – a community he’s happy to help through his knowledge and insight.

(949) 221-8105 ext. 2106
  Strategic Partners



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