Scott Heinila Email & Phone Number
Chief Executive Officer @ Optimized Insurance Planning
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Scott Heinila Location
- Roanoke, TX, US
Scott Heinila Work
- Chief Executive Officer @ (March 2024 - Present)
- Senior Wealth Advisor @ (January 2021 - Present)
- Host @ (December 2020 - Present)
- President @ (January 2011 - Present)
- Member Of The Board Of Advisors @ (June 2018 - June 2024)
- Regional Director @ (July 2009 - March 2024)
- Regional Vice President @ (December 2006 - June 2009)
- Director of Annuity Sales @ FCF Insurance Marketing (March 2001 - December 2006)
Scott Heinila Education
- The American College of Financial Services
(Retirement Income Certified Professional)
2015-2015 - California State University-Long Beach - College of Business
BS (Finance)
2000-2002
Scott Heinila Skills
- Fixed Annuities
- Insurance
- Marketing
- Life Insurance
- Retirement
- Retirement Planning
- Long-term Care
- Health Care Professionals
- Retirement Income Strategies
- Estate Planning
- Term Life Insurance
- Permanent Life Insurance
- Whole Life Insurance
- Indexed Annuities
- Equity Indexed Annuities
- Fixed Income Analysis
Scott Heinila Summary
- Scott Heinila, based in Roanoke, TX, US, is currently a Chief Executive Officer at Optimized Insurance Planning. Scott Heinila brings experience from previous roles at The Zandbergen Group, Optimized Advisor Podcast, Prism Wealth Preservation, LLC. and Meals on Wheels Orange County. Scott Heinila holds a 2015 - 2015 The American College of Financial Services. With a robust skill set that includes Fixed Annuities, Insurance, Marketing, Life Insurance, Retirement and more. Scott Heinila has 3 emails and 1 mobile phone numbers on RocketReach.
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