Scott Lund

Professional Background

Scott Lund is a distinguished Investment Advisor whose 25-year career in the finance industry is marked by resilience and adaptability. Scott has faced various market dynamics, supporting clients during challenging situations such as the dramatic 22% stock market drop in 1987, the inflated market of the late 1990s, and the global downturn in 2008. His deep understanding of investment metrics, combined with his unique blend of experience in both the securities and insurance industries, has made him a highly regarded figure among clients, friends, and family alike.

Scott's career spans multiple roles, showcasing his entrepreneurial spirit and commitment to serving clients. He began as an agent with Mutual of Omaha, where he quickly established himself as a top performer, earning his Independent Broker status in 1986 and ranking among the top twenty advisors. Afterward, he transitioned into various advisory roles, learning and growing along the way, eventually becoming the Investment Advisor and Owner at Lion's Share under Cambridge Investment Research Advisors.

In addition to his advisory roles, Scott has founded and led several companies. He co-founded a Workman’s Compensation EDI software company, which achieved a remarkable acquisition for $24 million, reflecting his innovative approach and business acumen. His forward-thinking mindset also led him to co-create an Elite Advisor online educational system, demonstrating his commitment to educating fellow advisors in an evolving market.

Presently, Scott serves as the Chief Executive Officer at Better-Retirement-Income.com, where he continues to provide insightful investment strategies and retirement solutions to his clients. His focus on portfolio design and state-of-the-art trading methods helps clients navigate the complexities of investment markets, grounding his strategies in decades of research rather than speculation.

Education and Achievements

Scott's educational background is rooted in prestigious institutions that have shaped his analytical and strategic thinking skills. His studies at The University of Chicago Booth School of Business equipped him with advanced knowledge in finance and investment management, contributing significantly to his expertise as an Investment Advisor. Scott also attended California State University-Sacramento, American River College, and Virginia Episcopal School, each of which played a role in his personal and professional development.

Throughout his career, Scott has achieved numerous accolades and certifications that underscore his dedication to the investment field. Notably, he earned a SEC BOM Principal license, which permitted him to engage in higher-level investment practices, a testament to his commitment to professional excellence. His extensive experience allows him to deliver tailored solutions for his clients while navigating complex market conditions.

Achievements

Scott Lund’s accomplishments span various domains of the investment landscape. He is best known for his notable achievements, including:

• SEC BOM Principal License: This certification signifies Scott's advanced qualifications and expertise, elevating his professional standing in the financial services industry.
• Founder of a Successful Software Company: As the co-founder of a Workman's Compensation EDI software company that was sold for $24 million, Scott demonstrated his entrepreneurial prowess and ability to identify market needs.
• Elite Advisor Educational System: His initiative in creating an online educational platform for financial advisors indicates Scott's commitment to enhancing the knowledge base within the finance community.
• Independent Broker Milestone: Achieving his Independent Broker status in 1986 while ranking in the top twenty with Mutual of Omaha highlights his early career success and ability to connect with clients effectively.

Scott's journey in the investment sector has been driven by his passion for helping individuals and families realize their financial goals. His expertise in technical investment metrics and his innovative approach to portfolio management position him as a leader in the industry. Whether you are looking for retirement solutions, comprehensive financial planning, or expert investment advice, Scott Lund's extensive experience guarantees quality, reliability, and a personalized approach to each client's unique needs.

In an era where market conditions can be unpredictable, having a seasoned advisor like Scott gives investors a sense of confidence and assurance that their financial futures are in capable hands.