Waddell_Headshot

Scott Waddell, MBA, CRPC®

Regional Vice President

BIOGRAPHY

Scott Waddell is an experienced financial planning professional that specializes in all areas of financial planning, estate planning and asset management. For more than a decade, Scott has focused on helping his clients—individuals, families and small businesses—address their specific financial goals and objectives.

Scott holds his Series 7 and 66 securities registrations through LPL Financial and is licensed through the state of California for life, health, disability insurance. In addition, he has also earned his Chartered Retirement Planning Counselor (CRPC®) designation. Scott uses his considerable experience and training to develop comprehensive financial plans for his individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, tax planning, business analysis, as well as estate and risk management strategies.

Scott has partnered with Householder Group because they share his dedication to the same goals and objectives he believes are necessary to achieve successful outcomes for his clients. And like Householder Group, Scott’s focus is on developing and implementing cutting-edge tax strategies, estate-planning techniques, and helping clients manage income and estate taxes. In addition, Scott is able to leverage the availability of Householder Group’s sophisticated investment strategies that enable him to focus on capital preservation and multi-generational wealth management for his clients. Ultimately, Scott wants all of his clients to have confidence in their investments knowing that he is doing everything possible to help them pursue their specific financial goals and objectives.

Scott grew up in southern California and played volleyball for three years at UCLA before serving a two-year church mission in the Dominican Republic. Upon his return, Scott enrolled at Brigham Young University where he was a two-year volleyball letterman and earned his Bachelor’s Degree with Dean’s List academic honors. Ultimately he went on to earn a Master of Business Administration from the University of California Irvine, Paul Merage School of Business.

In addition to his professional achievements, Scott is an active member of his community and congregation. He is involved with the Corona Rotary Club where he served as club president. When Scott is not in the office, you may find him on local golf courses or at the beach with his family. Scott currently resides in beautiful Corona, California with his wife Michelle and their three children, Grayson, Riley and Peyton.

We don’t represent a group of investment products, we represent you.


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CONTACT

200 South Main Street | Suite 307
Corona, CA 92882

Phone: 951-602-5979
Fax: 951-602-5976

Email: swaddell@householdergroup.com

Householder Group Estate and Retirement Specialists LLC advisors are Registered Representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Householder Group Estate and Retirement Specialists LLC, a Registered Investment Advisor and separate entity from LPL Financial.