Scot Landborg, Cfp®

Scot Landborg, Cfp® Email and Phone Number

CEO - Senior Wealth Advisor at Sterling Wealth Partners. Host of the Retire Eyes Wide Open Podcast @ Sterling Wealth Partners
tustin, california, united states
Scot Landborg, Cfp®'s Location
Tustin, California, United States, United States
Scot Landborg, Cfp®'s Contact Details
About Scot Landborg, Cfp®

Scot started working as a financial planner in 2000 with a desire to help those closest to him obtain quality financial advice. Since the beginning of his career, Scot has consistently and intentionally worked for independent financial planning firms so he could incorporate his commitment to serve his clients as an investment fiduciary and put his clients’ interests first. His philosophy is to advise his clients with dignity, respect, and professionalism; and only make recommendations that he would make for his own family.Scot is the host of the retirement planning podcast, Retire Eyes Wide Open, available on both iTunes and Google Play. The show provides tips and strategies to demystify the retirement process for those in or entering retirement. Scot is a regular contributor to Kiplinger and has been regularly quoted in publications such as U.S. News & World Report, Market Watch, Yahoo Finance, Nasdaq and Investopedia. He also formally hosted the nationally syndicated radio show Smart Money Talk Radio.Prior to founding Sterling Wealth Partners, he served as a senior wealth strategist and head of the investment committee for a wealth management firm. In addition to his partnership at Sterling Wealth Partners, Scot’s additional experience includes his role as CEO of Bradley Investments and Briggs Development and his current role as CEO of Scot Strategy, Inc.Scot has extensive experience in all facets of financial planning, including retirement planning, income planning, social security planning, charitable planning and legacy planning. In conjunction with this, Scot also has comprehensive experience in taxes, real estate, and business. He is married to his wife, Shannon, and they have two boys. They enjoy traveling, especially to Scot’s childhood home in Minnesota, and to the Caribbean where they were married.Check Scot’s background on FINRA’s BrokerCheck at: http://brokercheck.finra.org/Individual/Summary/4555602. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Scot Landborg, Cfp®'s Current Company Details
Sterling Wealth Partners

Sterling Wealth Partners

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CEO - Senior Wealth Advisor at Sterling Wealth Partners. Host of the Retire Eyes Wide Open Podcast
tustin, california, united states
Employees:
6
Scot Landborg, Cfp® Work Experience Details
  • Sterling Wealth Partners
    Ceo - Senior Wealth Advisor
    Sterling Wealth Partners May 2016 - Present
    Tustin, Ca
    With over 50 years of combined experience, our advisors use a holistic approach to ensure that every aspect of your financial life is addressed. This includes Investment Management, Risk Management, and Insurance, Retirement Accumulation, Retirement Income Planning, Legacy Planning, and Philanthropy.We very much look forward to working with you, so that you can discover the Sterling experience firsthand.Scot Landborg is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Sterling Wealth Partners is not affiliated with USA Financial Securities. CA License #0G89727Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Please Review Our Firm’s Commenting Guidelines: https://sterlingwpartners.advisorwebsite.com/commenting-guidelines
  • Retire Eyes Wide Open Podcast
    Show Host
    Retire Eyes Wide Open Podcast Sep 2018 - Present
    Tustin, Ca
  • Scot Strategy, Inc.
    Ceo
    Scot Strategy, Inc. Aug 2013 - Present
    Tustin, Ca
  • C&C Wealth Advisory Group
    Wealth Strategist
    C&C Wealth Advisory Group Nov 2009 - May 2016
    Tustin, Ca
  • Smart Money Talk Radio
    Radio Show Co-Host
    Smart Money Talk Radio Jul 2012 - Oct 2015
  • Bradley Investments, Inc.
    Ceo
    Bradley Investments, Inc. Feb 2005 - Dec 2010
    Minneapolis, Mn
  • Briggs Development, Llc
    President
    Briggs Development, Llc Oct 2007 - Oct 2009
    St. Paul, Mn
    Real Estate Development Company
  • Counsel Financial, Inc.
    Financial Advisor & Director Of Strategic Projects
    Counsel Financial, Inc. Jun 2000 - Jan 2005
    New Brighton, Mn

Scot Landborg, Cfp® Skills

Investments Management Strategy Finance Strategic Financial Planning Asset Management Asset Allocation Investment Advisory Small Business Financial Planning Wealth Management Retirement Planning Investment Management Portfolio Management Insurance Securities Asset Managment Marketing Strategy

Scot Landborg, Cfp® Education Details

Frequently Asked Questions about Scot Landborg, Cfp®

What company does Scot Landborg, Cfp® work for?

Scot Landborg, Cfp® works for Sterling Wealth Partners

What is Scot Landborg, Cfp®'s role at the current company?

Scot Landborg, Cfp®'s current role is CEO - Senior Wealth Advisor at Sterling Wealth Partners. Host of the Retire Eyes Wide Open Podcast.

What is Scot Landborg, Cfp®'s email address?

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What is Scot Landborg, Cfp®'s direct phone number?

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What schools did Scot Landborg, Cfp® attend?

Scot Landborg, Cfp® attended Bethel University.

What skills is Scot Landborg, Cfp® known for?

Scot Landborg, Cfp® has skills like Investments, Management, Strategy, Finance, Strategic Financial Planning, Asset Management, Asset Allocation, Investment Advisory, Small Business, Financial Planning, Wealth Management, Retirement Planning.

Who are Scot Landborg, Cfp®'s colleagues?

Scot Landborg, Cfp®'s colleagues are Susan Green, Krista I..

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