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Scott Blaney, CFP®

Scott Blaney, CFP®

Team Member

Scott Blaney is a 20+ year veteran of the financial services industry.  Having spent time with Hartford Investments, ADP Retirement Services & American Funds Retirement Services, Scott is well versed in helping small businesses & individuals with retirement planning.  He is also a pension consultant and he helps customize small business retirement plans. 

“I find it very rewarding when you can help clients make good decisions that affect their financial situation and their life”. 

Scott earned his economics degree at UC Santa Barbara and later obtained the CERTIFIED FINANCIAL PLANNER™, CFP®    designation from Bryant University in Rhode Island.

He lives in San Clemente, CA with his wife Kristin & their three children, Shea, Rian & Jack.  Scott is very active with his kids’ sports and likes to get away for a sunset mountain bike ride or surf session.