E.F. Heagen & Associates

(949) 487-6711

Scott A. Willingham

Scott A. Willingham

LPL Financial Advisor

Scott Willingham's Guided Wealth Portfolio

Scott A. Willingham is a financial professional with E.F. Heagen & Associates and has 20 years of experience as an independent financial advisor.  Prior to that, Scott was involved in the Ski and Automobile industries. Scott seeks to provide solid, professional advice on ways to work toward his client’s financial goals.  He takes an active role in educating clients about matters concerning retirement planning, small business retirement plans, tax-advantaged investing and estate planning.

Scott received a B.S. Degree in business management from California State University Long Beach.  Scott holds the Series 7, 63, 65 securities registrations and IAR (Investment Advisor Representative) registration with LPL Financial.  He is licensed to sell life insurance, long term care insurance, variable annuities and 529 College Savings Plans.

Scott is a Registered Representative and IAR with LPL Financial, the nation’s leading independent firm (as reported by Financial Planning magazine, June 1996-2015, based on total revenue).  LPL Financial is a member of FINRA (Financial Industry Regulatory Authority) and the Securities Investor Protection Corporation (SIPC).  Unlike most major Wall Street firms, LPL Financial does not offer their own investment products, so they are objective in their research and outlook. This allows Scott to choose investments solely on the merits of their characteristics and their suitability for his client's financial goals.

Scott has two children, Lauren and Max, and resides in Surf City, USA, Huntington Beach.  Scott enjoys surfing, golf and baseball.  His passion for skiing remains as he was a member of the U.S. Ski Team and competed on the World Trophy Freestyle Tour for six years and was a World Freestyle Champion in 1977.

 

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