Meet the professionals who can help you pursue your goals

We guide individuals and families toward their ideal retirements.

Meet The Founder

Life Design Financial & Insurance Services is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Scott Warner Headshot

Scott K. Warner Founder and President

With more than 30 years of experience in the financial services industry, Scott is passionate about helping clients work toward their financial goals and select products and strategies that are best suited for them.

Scott earned a Bachelor of Science in finance, real estate and law from California State Polytechnic University at Pomona. An Investment Adviser Representative, he passed the Series 6, 63 and 65 securities exams and holds life and disability insurance licenses in the state of California.

Scott stays current on economic trends by attending continuing education courses and workshops across the country. He continually studies the work of well-rounded financial professionals.

A lifelong resident of Orange County, Scott lives in Anaheim, where he is active in the local business community and his church. In his spare time, he enjoys both summer and winter sports with his family and friends.

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 714.738.7811