No longer reserved for the ultra-wealthy, this strategy can be used to supercharge your retirement!
André M Scroggie is a distinguished financial expert and compelling speaker whose career spans over 18 years in the financial space, showcasing a profound depth of knowledge and experience. Born and raised in the cultural hub of San Francisco, with a transformative year spent in Europe and intensive academic preparation at Phillips Exeter Academy in New Hampshire, Andre's foundation is as diverse as it is solid. His pursuit of technical and analytical excellence led him to The University of California, Santa Cruz, where he earned a B.S. in Computer Engineering.
Initially carving out a successful path as an engineer, Andre's innate drive for diversification and growth propelled him into acquiring a real estate license, as well as Property and Casualty, and Life and Health insurance licenses. Demonstrating remarkable versatility, he managed to excel simultaneously as an Engineering Manager, Realtor, and Insurance Broker, weaving together a multifaceted career that defies conventional boundaries.
Andre's transition into the financial industry was marked by a deliberate expansion of his skill set, obtaining Series 6 and 63 securities licenses, and further enriching his advisory capabilities with a Series 65 license. His commitment to empowering others through financial education is underscored by his certifications as a CFE Certified Financial Educator® and a Certified College Consultant.
With over 18 years dedicated to the financial sector, Andre has become a beacon of expertise and leadership. He currently leads Neoterra Insurance Services, Inc., embodying his entrepreneurial vision and deep-seated knowledge of insurance and financial planning. Furthermore, as President and founding member of Income Replacement Awareness-Advocacy, a California-based non-profit organization, Andre champions the critical importance of income replacement strategies for all Americans.
Andre M. Scroggie's extensive tenure in the financial industry, combined with his diverse background and commitment to financial education, positions him as an invaluable resource for companies seeking to enrich their understanding and practices in finance, insurance, and strategic income planning.
