Scott D. Petersen

Financial Advisor
(949) 223-8262

CA License No. 0G27335

Scott is a Financial Advisor with Tax & Financial Group (TFG), a financial services firm headquartered in Newport Beach.  Scott works with clients to implement strategies that help to secure the financial future of their family and business interests.  He is also the author of TFG's annual research report of closely-held business owners entitled "Exit Planning Process: Challenges, Trends, and Conclusions."

Scott has been in the financial services business since 1998. Prior to this, he spent three years in marketing positions for companies in the publishing and advertising industries.

Scott graduated from Loyola Marymount University with a Bachelor of Arts degree. He also earned a Masters of Business Administration from the University of San Francisco. Scott holds multiple securities registrations including Series 7 and 66, as well as the Life and Health licenses. He is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc., member FINRA/SIPC. Scott is also a Certified Toastmaster (CTM). Scott is also on the board of directors of the All-American Boys Chorus. Scott resides in Newport Beach with his wife Noelle and their three sons.

3385226 DOFU 12/2020