About Life Design Financial

Building Your Financial Future with Values-Centered Planning

With 20 years of experience, Scott Warner is the president and founder of Life Design Financial, an independent financial planning and investment firm in Fullerton, California. As a Registered Investment Advisor, Scott takes his fiduciary responsibility to his clients seriously, always putting their needs and goals first.

Life Design Financial takes a holistic approach to financial planning which considers all elements of a client’s life or business. The firm specializes in providing comprehensive, values-centered financial planning, wealth and investment management, and retirement and estate planning. In addition to his financial planning business, Warner is active in the Fullerton community and is the host of Life Design Financial radio, a program on KBRT 740 AM Talk Radio.

In 2009 – 2011, Scott Warner was named a FIVE STAR Wealth Manager by Orange Coast magazine, representing less than 3% of the wealth managers in the Orange County area.

 

One thought on “About Life Design Financial

  1. Pingback: 9 critical questions to ask yourself about retirement « Life Design Financial

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