Meet Scott Warner

Scott K. Warner is the founder and president of Life Design Financial. He graduated from California State Polytechnic University at Pomona with a Bachelor of Science degree in Finance, Real Estate and Law. He has passed the Series 65 exam is securities registered and is insurance licensed. He specializes in comprehensive, values-centered financial planning, wealth and investment management, and retirement and estate planning for clients throughout the Los Angeles and Orange County areas.

Scott stays up-to-date on economic trends by attending continuing education courses and workshops across the country. He also studies the work of economic expert Harry S. Dent and belongs to the Wealth and Wisdom Institute, an organization that continually questions traditional financial thinking in pursuit of innovative solutions better suited for today's valued client.

As a lifelong resident of Orange County, Scott lives in Fullerton with his wife Judy and two daughters. He is active in the local business community, his daughters’ schools and his church.

Organizations and Affiliations 

Five Star Wealth Manager, Best in Client Satisfaction

In 2009, 2010 and 2011, Scott Warner was named a Five Star Wealth Manager, Best in Client Satisfaction by Orange Coast Magazine. Selected by clients and business associates who have worked with him, Scott received the award based on his outstanding service to his clients, ethical business practices and his knowledge in the field of wealth management. Scott was rated in the top 3% in overall satisfaction of wealth managers in Orange County.

In the News

Scott Warner of Life Design Financial Named FIVE STAR Wealth Manager by Orange Coast Magazine

Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Scott Warner or Life Design Financial is stated or implied.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. The Five Star award does not evaluate quality of services provided to clients and is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Orange Coast Magazine. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success.

Recent Blog Posts

For more information like this, visit our blog