Scott Mallernee's Professional Contact Details

Mobile Number (Verified)
Get Mobile Number
HQ
+1 7205882000
Location
Palm Beach Gardens, Florida

Scott Mallernee's Current Company Details

Retirement isn't a destination that should be taken lightly. Arriving there without the proper planning often leads to disastrous results. APO Financial was founded in 2008 after we witnessed the greatest destr...
Retirement isn't a destination that should be taken lightly. Arriving there without the proper planning often leads to disastrous results. APO Financial was founded in 2008 after we witnessed the greatest destruction to personal wealth since the great depression. For those retiring or recently retired during that time the impact on their financial lives was devasting and something many would never recover from.The system failed those people and we made it our mission to protect our clients from having their retirement plans destroyed by severe market losses. But we didn't stop there, we created the APO Strategic Wealth Building division because to have a successful retirement you can't only play defense, but need to have a strong offense as well. The Strategic Wealth Building division is focused on finding efficiencies and seeking opportunities to help our clients achieve their retirement goals and maintain their preferred lifestyle throughout their retirement.At APO Financial, we believe in living your life in 5-year increments. This applies to all phases of life but in particular, life in retirement. This is why we structure wealth building around the client's vision of what they want the future to look like, their main priorities, and top goals for retirement.Investment advice is offered through APO Financial Services, LLC. Insurance and fixed annuity products are offered through our affiliates, Asset Protect One, Inc. and/or APO Financial Services, Inc. No persons associated with APO or its affiliates is a licensed attorney or tax professional and nothing on this Page should be considered tax or legal advice.It is important to read our disclosures available at this link: https://apofinancial.com
social security planning & advice
income distribution planning
captive insurance planning for business owners
tax free income planning
advanced estate planning
financial & investment advice
strategic wealth building
retirement planning
tax minimization strategies
risk management
opportunity zones
investment management
capital markets
financial services

Scott Mallernee's Work History and Education

APO Financial, Inc
Investment Advisor
2020 - Present
Mathnasium - The Math Learning Center
Talent Acquisition Coordinator
2008 - 2012 • 4 years
Atlanta Braves
Associate Scout
2005 - 2008 • 3 years
Vanguard University of Southern California
Head Baseball Coach
2004 - 2008 • 4 years

Others Named Scott Mallernee

Sales Development Manager at Traulsen

Frequently Asked Questions about Scott Mallernee


What company does Scott Mallernee work for?

Scott Mallernee works for APO Financial, Inc.

What is Scott Mallernee's role at APO Financial, Inc?

Scott Mallernee's role at APO Financial, Inc is Investment Advisor.

What is Scott Mallernee's email address?

Scott Mallernee's email address is s**@apofinancial.com.

What is Scott Mallernee's business email address?

Scott Mallernee's business email address is s**@apofinancial.com.

What is Scott Mallernee's direct mobile number?

Scott Mallernee's direct mobile number is (714) XXX-XXXX.

What is Scott Mallernee's HQ phone number?

Scott Mallernee's HQ phone number is +1 7205882000.

What industry does Scott Mallernee work in?

Scott Mallernee works in the Investment Management industry.

Who are Scott Mallernee's colleagues?

Scott Mallernee's colleagues are John Croze, Rita Krans, Matthew Vertin, David Piatt and more.

Colleagues at APO Financial, Inc

Financial Advisor
Chief Strategy Implementation Officer (CSIO)
Relationship Development Specialist
Director of Life Insurance & Sr. Advisor

Prospect on LinkedIn

Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Download ExtensionRepresents linkedin prospector
Browse Apollo's Directories

"We love the interface, the experience, and most importantly… the results."

Erik Straub

Chief Marketing Officer, Kickfurther

"Using Apollo, we’ve solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects."

Michael Transon

CEO, Victorious

Ready to try it out?

Get started for free, then add your whole team. You can always talk to sales if you’re interested in advanced plans.