Scott Gajda Email & Phone Number
CLU, ChFC @ Luminate Wealth Management & Insurance Services | Private Client Group | Northwestern Mutual
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Scott Gajda Location
- Irvine, CA, US
Scott Gajda Work
- 1997 -now CLU, ChFC @
- 1997 -now Private Wealth Advisor | Luminate Wealth Management and Insurance Services @
- 1996 -now Private Wealth Advisor @
Scott Gajda Education
- Illinois State University
Bachelor of Science (Finance)
1993-1997
Scott Gajda Skills
- Leadership
- Alternative Investments
- Series 63
- Estate Planning
- Retirement Planning
- Financial Planning
- Portfolio Management
- Financial Modeling
- Investments
- Finance
- 401k
- Investment Advisory
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Risk Management
- Asset Management
- Microsoft Excel
- Time Management
- Financial Analysis
- Due Diligence
- Research
- Retirement
- Series 7
- Securities
- Chartered Life Underwriter
Scott Gajda Summary
- Scott Gajda, based in Irvine, CA, US, is currently a CLU, ChFC at Luminate Wealth Management & Insurance Services. Scott Gajda brings experience from previous roles at Luminate Wealth Management & Insurance Services and Northwestern Mutual. Scott Gajda holds a 1993 - 1997 Bachelor of Science in Finance @ Illinois State University. With a robust skill set that includes Leadership, Alternative Investments, Series 63, Estate Planning, Retirement Planning and more. Scott Gajda has 2 emails and 2 mobile phone numbers on RocketReach.
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