We found the following information about Cka Scot Shier at Money Concepts, where Cka has worked as a Regional Director since 2019. Cka's total work experience is over 47 years, during which time Cka had at least 13 jobs at different places to develop skills. Cka studied at the College For Financial Planning from 2005 to 2007. Cka received the following certifications: Certified Financial Planner™ Professional, Certified Bucket Plan Advisor, and Certified Kindom Advisor. Currently, Cka Scot Shier lives in Newport Beach, California. You can contact with Cka by searching for phone or email address or find additional information by requesting access to Cka Scot Shier's additional details from us.
Name variants:
Cka Shier
Last updated Jul 07, 2024
Contact Information
Workplace
Colleagues
Work History
Certified Financial Planner and Branch Manager
2500 Wilcrest Dr, Houston, TX 77042
2006 — Apr 2019
Founding Member, Past President
I am one of the founding Directors of the Mission Viejo Chamber. Our purpose is to promote local businesses and foster our local economy. We work closely with the local government and host m...
Jul 2014 — Dec 2018
Financial Advisor
280 north Circle Dr southeast SUITE 100, Atlanta, GA 30318
A Certified Kingdom Advisor® designation is granted to advisors who have designated themselves to be able to apply Biblical wisdom in counsel, who have approved professional designations (CP...
from Jul 2018
Instructor
Getting ready for teaching 12 weeks of instruction, totaling 36 hours beginning Jan 6, 2015. This course is designed to familiarize financial advisors, accountants, trust officers, attorneys...
Dec 2014 — Dec 2016
Adjunct Professor
1200 east Colton Ave, Redlands, CA 92374
Teaching "Employee Benefits & Retirement Planning." This course examines the role of employee benefit plans and retirement planning options within a comprehensive financial plan. Participant...
Jun 2014 — Dec 2016
Commissioner and Chairperson
The five-member Investment Advisory Commission oversees the implementation of the City's investment programs, assuring the consistency of these programs with the investment policies and reco...
Nov 2013 — Dec 2016
Personal Financial Counselor
2750 Killarney Dr SUITE 100, Woodbridge, VA 22192
As a PFC (Personal Financial Counselor) I work with the Military Family Life Counselor program (MFLAC) to provide military service members and their families with "Financial Fitness" trainin...
from Apr 2015
Financial Advisor and Branch Supervisor
Series 7 & 24 Securites Licensed Rep and Supervisor, and Insurance Licensed Agent
1999 — 2006
President, Cfpâ
Quintessential Financial & Insurance Services Corporation, founded by Scot A. Shier, provides investment and insurance strategies for families and businesses. As a Regional Director with Mon...
from 2002
Financial Advisor
Series 7 Security Licensed Rep and Insurance Licensed Agent
1997 — 1999
Registered Representative
1585 Broadway, New York, NY 10003
Series 7 Security Licensed Rep and Insurance Licensed Agent
1994 — 1997
Captain
Texas
Aerospace Engineer Budget and Program Control Officer for SAFSP
1982 — 1993
Education
2005 — 2007
1984 — 1985
1978 — 1982
Occupations
Executive
Region Manager
Accountant
Finance and Accounting Specialist
Financial Broker
Certified Financial Planner
Marketer
Branch Manager
Area Manager
Managers
Accounting Bookkeeper
Bookkeeper
Puchasing and Estimating Manager
Financial Manager
Field Marketing Specialist
Marketing Manager
Skills
Retirement Planning
Investments
Iras
401K
Life Insurance
Small Business
Investment Advisory
Wealth Management
Series 7
Public Speaking
Securities
Alternative Investments
Entrepreneurship
Investment Strategies
Personal Financial Planning
Estate Planning
Insurance
Long Term Care
Disability Insurance
Fixed Annuities
Fixed Income
Retirement
Risk Management
Mutual Funds
Employee Benefits
Personal Finance
Asset Allocation
Strategic Planning
Financial Planning
Strategic Financial Planning
Financial Planners
Portfolio Management
New Business Development
Asset Management
Wealth
Wealth Management Services
Relationship Management
Equities
Asset Managment
Real Estate
Series 24
Financial Analysis
Financial Services
Financial Advisory
Finance
Retirement Plan Consulting
Community Outreach
Leadership
Business Development
FAQs about Cka Scot Shier
What is the main profession of Cka Scot Shier?
This professional's job is Regional Director
What are the profession of This expert?
These person's professions are Executive and Region Manager
Where does Cka Scot Shier currently live?
The professional lives in Newport Beach, California.
How many companies did Cka Scot Shier work at?
Cka Scot Shier worked at 13 jobs.
What education does Cka Scot Shier have?
Cka studied at the College For Financial Planning from 2005 to 2007.
Are there any certifications, that Cka Scot Shier has?
The professional received the following certifications: Certified Financial Planner™ Professional, Certified Bucket Plan Advisor, and Certified Kindom Advisor.
What is professional industry that Cka Scot Shier worked in?
Cka works in Financial Services industry.
Are there any professional skills, that Cka Scot Shier has?
This person has such skills as Retirement Planning, Investments, Iras, 401K, Life Insurance, Small Business, Investment Advisory, Wealth Management, Series 7, Public Speaking, and Securities.