Scott Burch

Financial Adviser at Sage Investment Group in Pasadena, CA

About

Mr. Scott W. Burch started his career as an American Express Financial Advisor and is a Registered Investment Advisor, private real estate investor and author. He has been helping clients for the past 25 years to protect their assets, create predictable income streams and minimize taxes. Scott has advised retirees of Los Angeles County, Sumitomo Bank, Wells Fargo Bank, and Bank of America, as well California State Lottery winners. Scott has authored numerous articles on investment planning and investment real estate and is a frequent guest speaker on Defending The American Dream talk radio, KABC 790 AM. Scott has instructed retirees at four-day workshops entitled “Financial Strategies for Successful Retirement” at Citrus College in Azusa. Scott also holds webinars and conducts various workshops for company employees, teachers and retiree groups. He teaches principles of sound investing, minimizing investment risk in today's economy, acquisition and tax-free sale of investment real estate, retirement wealth creation and how to design your financial plan now for tax-advantaged income at retirement.

Address
2500 E Foothill Blvd Suite 115 in Pasadena, CA 91107
Info
Year started: 1989

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Specialties

  • Annuities
  • Business Planning
  • Estate Planning
  • Life Insurance
  • Retirement Planning
  • Tax Advantaged Investments

Servicing

Credentials

Licenses

Series 65