
Scott Plamondon
Vice President, Beacon Pointe Insurance Services
Beacon Pointe Advisors
United States, California, Mission Viejo
About Me
Scott is responsible for overseeing and maintaining the firm’s insurance offerings in addition to supporting Beacon Pointe Advisors and their clients across the country. For over two decades, Scott has focused on helping individuals and business owners plan for retirement, protect their families and businesses, and create their legacy by implementing strategies such as wealth preservation, liquidity planning, business continuity, executive compensation, charitable planning, capital asset maximization, life insurance policy analysis and long-term care planning. Scott earned his BA in Finance with a major in Accounting from New Hampshire College. He maintains both the Charted Life Underwriter
Profile Information
Vice President, Beacon Pointe Insurance Services
Beacon Pointe Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Mission Viejo
California
United States
May 15, 2024
More profiles to browse
CC
Charles Carrick
Partner & Managing Director
MB
Michael Beck
Partner & Managing Director
FL
Felix Lin
Senior Advisor, Institutional Consulting
John Gray
Chief Financial Officer
You Might Like
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management