Scott B. Hinkle, J.D., CFP®
Partner & Shareholder
Head of Credit Union Practice
SCOTT B. HINKLE, J.D., CFP® is the leader of the firm’s Credit Union practice and brings over twenty years of experience in the financial services arena.
Mr. Hinkle specializes in working with CEOs, CFOs and key executives of credit unions, non-profits, and successful businesses using tools and techniques custom-designed to minimize taxes and maximize the efficient use of assets. He brings unique expertise in the structure and funding of business succession and supplemental executive retirement plans that benefit both the employer and the key executives.
Mr. Hinkle maintains complete life insurance carrier and product independence, while helping pioneer “institutional” designs that maximize performance and minimize the out-of-pocket expenses associated with the acquisition of “retail” life insurance.
He has the unique ability to communicate complex financial strategies in a simple and easy-to-understand manner. As such, Mr. Hinkle is a frequently-requested speaker and a regular provider of continuing education to accountants, attorneys and financial advisors.
Mr. Hinkle is a graduate of the University of California at Santa Barbara. He earned his Juris Doctor (JD) from Concord Law School, and in 1998, his Certified Financial Planner (CFP®) designation.
Mr. Hinkle is a member of the California State Bar. He has been voted one of “America’s Top Financial Planners” by the Consumers’ Research Council of America. Mr. Hinkle resides in Encinitas, California with his wife, Kelly, daughters Ella and Kate, and son, Sam.
CA License #0B49665