Scott E. Heinila, RICP®, CLTC®
Prism Wealth Preservation and Insurance Services, LLC.
29122 Rancho Viejo Rd. Suite 207
San Juan Capistrano, CA 92675
BS Finance, Cal State University Long Beach, 2002
RICP Program – The American College of Financial Planning, 2016
CLTC Designation – Certification for Long-Term Care, 2019
Scott started his insurance career in 2001 dedicating his time to assisting insurance and financial Advisors and their Clients within the three facets of Protective Portfolio Planning – annuities, life insurance, and long-term care insurance.
Scott currently is the President of PCC Consulting, a wholesale insurance distributor and marketing firm. He is also the President and Founder of Prism Wealth Preservation, a professional financial & insurance services firm specializing in working with pre-retirees, retirees and business owners.
As an expert in the industry with 19+ years of experience, Scott conducts numerous insurance and financial planning seminars throughout the year. Scott is an active member of the National Association of Insurance & Financial Advisors (NAIFA) and the Financial Planning Association (FPA). He maintains the RICP (Retirement Income Certified Professional) designation through the American College and the CLTC (Certification for Long-Term Care) designations.
Other Business Activities:
SeniorServ Board Member 2018-Present
Scott Heinila is compensated for Investment Management and Insurance Sales
Business Experience History:
2001-2006, FCF Insurance Marketing, Director of Annuity Sales
2006-2009, Old Mutual, Regional Vice President
2009-Present, Producers Choice Network, Regional Director
2011-Present, Prism Wealth Preservation, LLC, President
Active FINRA Licenses:
Series 65 – NASAA Investment Advisor Law Exam
Life/Health/Long-Term Care, CA Insurance License #0E13804