Planned Solutions Scott McIntyre

Published: Feb. 12, 2020, noon

Welcome to the second of our bonus episodes of the Planned Solutions Incorporated Podcast. Jason sat down to talk with Scott McIntyre. He joined Planned Solutions in 2009 with over 30 years of industry experience. Prior to joining Planned Solutions, Scott earned the title of Senior Vice President from various Investment Companies such as Principal Funds, WM Group of Funds, and Capital Research and Management. With his management experience at some of the largest fund companies in the nation, Scott applies his knowledge and expertise as a member of the Planned Solutions’ Investment Committee where he helps oversee the fund selections and portfolio allocations. Scott is a CERTIFIED FINANCIAL PLANNER™ Professional. Scott resides in Santa Fe, NM with his family where he spends much of his free time reading and collecting rare wines from around the world. To subscribe to the Personal Finance Review (the written form of all the content we discuss on the podcast) please e-mail Katie@PlannedSolutions.com The Personal Finance Review is published and distributed on a biweekly basis by Planned Solutions, Inc. for informational purposes only. Please seek the advice of a qualified financial planner before taking any action. Planned Solutions, Inc. ADDRESS: PHONE: 1130 Iron Point Road, Suite 170 (916) 361-0100 Folsom, CA 95630 (800) 750-2111 E-MAIL: FAX: Shannon@PlannedSolutions.com (916) 361-0191 WEB SITE: www.PlannedSolutions.com #finance #invest #investment #stocks #interestrate #bonds