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Scott Youngberg
Senior Vice President
Capital Guardian Wealth Management
West Palm Beach, Florida, USA
Wealth Management, Financial Planning
Professional Summary
I have over 28 years of investment and wealth planning experience. As a trained and experienced professional with a rapidly growing regional investment brokerage firm, I provide comprehensive, needs based family wealth consulting. I specialize with clients that are retired or planning for retirement, helping them protect and manage their assets and maintain a predictable income stream while protecting their wealth from the ravages of taxes and inflation.
As a Registered Tax Return Preparer with the IRS, I also prepare tax returns for individuals, couples, trusts, foundations and small businesses. No return is too small, nor too big. I wil beat all competitors prices. Call today for a FREE review and estimate - 561-386-5237.
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Languages
- English
Industry Experience
- Financial Consultant
Experience
Capital Guardian Wealth Management
West Palm Beach, Florida, USA 33401
West Palm Beach, Florida, USA 33401
Senior Vice President
Wealth Management, Financial Planning
2009 - Present
I have over 28 years of investment and wealth planning experience. As a trained and experienced professional with a rapidly growing regional investment brokerage firm, I provide comprehensive, needs based family wealth consulting. I specialize with clients that are retired or planning for retirement, helping them protect and manage their assets and maintain a predictable income stream while protecting their wealth from the ravages of taxes and inflation.
As a Registered Tax Return Preparer with the IRS, I also prepare tax returns for individuals, couples, trusts, foundations and small businesses. No return is too small, nor too big. I wil beat all competitors prices. Call today for a FREE review and estimate - 561-386-5237.
As a Registered Tax Return Preparer with the IRS, I also prepare tax returns for individuals, couples, trusts, foundations and small businesses. No return is too small, nor too big. I wil beat all competitors prices. Call today for a FREE review and estimate - 561-386-5237.
Education
BS, Marketing, Finance 1972
Florida State University
Tallahassee, Florida, United States
MBA, Business Administration, Finance 1979
Florida Atlantic University
Boca Raton, Florida, United States
Professional Certifications
Finra Arbitrator
2010
Active
Series 7, 63, 65 Security Licenses
1985
Active
Health, Life & Annuity License
1985
Active
Registered Tax Preparer
2011
Active
Associations and Societies
- Kiwanis (Past President, Lt. Governor)
- Boynton Beach Masonic Lodge 236 F & AM
- Lake Worth Scottish Rite
- Amara Shriners (Colonel, Flying Fezzes)