Regional Vice President
Mr. Finnegan is the Stira Capital Markets Group’s (SCMG) regional vice president for the Southern California region where he manages SCMG’s sales efforts, supports registered reps and advisors and cultivates SCMG’s brokerdealer channel.
Scott joins SCMG with an impressive track record developed during his 16 years of wholesaling. Prior to joining SCMG, he worked as a regional vice president at Cornerstone Real Estate Funds, where he was instrumental in coordinating and negotiating new selling agreements with regional broker/dealers and increased annual sales by over 300% during his first year. He has also held wholesaling roles at AIG SunAmerica, Allianz Life Financial Services, Merrill Lynch, Nationwide Financial, Transamerica Capital and Manulife Wood Logan Associates. Scott graduated from the University of Southern California.
Licenses: FINRA Series 7, 63 and California Insurance
Office: (949) 333-1765
Cell: (323) 559-2904
Associate Vice President
Rose has been in the industry for over a decade and started her career at Centaurus Financial as a trader where she was in charge of preparing ad hoc reports, blotters, bond ladders and marketing projects as needed. Prior to joining SCMG, she was an Associate Wealth Advisor at a CPA firm in Fullerton, CA. Part of her day-to-day activities included development and implementation of client plans and presentations. She was crucial in restructuring the Financial Planning department and had a key role in increasing the firm's productivity. During tax season 2015, Rose was responsible for bringing over more than a million dollars of new assets under management. Rose is accustomed to providing world-class customer service to a high-net-worth clientele and understands what it takes to ensure all client needs are well taken care of from beginning to end.
Rose lives in Placentia, CA with her husband and three children. In her spare time she enjoys taking the kids to the beach and watching them draw train tracks in the sand. She graduated from California State University, Fullerton with a Bachelor of Business Administration with a concentration in Finance.
Licenses: FINRA Series 6, 7, 63, 66, and State of California Life and Health
Phone: (949) 333-1737
Fax: (949) 333-1738