So Cal Financial Planning

Specialties

Financial planning involves the development of individual strategies in order to help you manage your finances and achieve your goals. Of course, the very first step is to make sure you receive the right advice from an expert. If you could only achieve your financial goals by just putting your money in the bank, then you do not need any financial plans. However, it is way harder to understand the complexities of an investment; hence you should look for a professional’s service.

If you are from California, then you can have access to several financial planning experts in the city you are living in. One of them is So Cal Financial Planning. They have a team of professional financial planners who can help you achieve your financial goals through incorporating various strategies and approaches. Other than that, they also make sure to guide you every step of the way, and will always be there for you anytime you need them.

History

Established in 2010.

Planning a tax-​free retirement can be difficult, and figuring out how to start can be a serious challenge. That is where we come in. Our team includes some of the top financial planners in the industry, who are committed to helping our clients create a road map for their long-​term financial success. From our initial consultation to our annual reviews, we are here to guide you every step of the way, day or night, seven days a week.

Meet the Business Owner

Scott B.

Business Owner

Scott Baynes was born in California and studied Business Finance and Mandarin Chinese in Santa Barbara. After college he worked with 401(k)‘s and Self Directed IRA’s before becoming a Financial Advisor. Mr. Baynes has been in the financial planning industry over four years, specializing in retirement planning, tax reduction strategies, and insurance protection. He holds a Life, Health, Accident, Annuity, and Disability License # 0I00356

So Cal Financial Planning also recommends

Gen Now Agency

Public Relations

Scott B. says,

«Gen Now Agency did a fantastic job at re-​branding my company and rebuilding my website. I highly recommend them.»