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Scott Plamondon, CLU, ChFC, PFP, CSA

Licensed Annuity Investigator

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More About Me

My name is Scott Plamondon, I specialize in helping Americans financially prepare for retirement with the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times.

Despite the current volatility in the market and the low interest rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to actually convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.

I’ve been helping individuals and couples plan their retirement for nearly 30 years. With my background in accounting and investments – coupled with obtaining a deep understanding of your needs – I will create a personalized plan that meets your specific retirement savings and income objectives.

Fully committed to helping my clients succeed, I am licensed in life and disability insurance, and in annuities. I have also earned a number of financial industry designations, including the CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), PFP (Personal Financial Planner), and CSA (Certified Senior Advisor). I earned a Bachelor of Science degree in Business Administration from New Hampshire College and served in the United States Air Force from 1984 to 1987.

My wife and I reside in Mission Viejo. But even though my office is located in California, I work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.


Scott Plamondon, CLU, ChFC, PFP, CSA