Scott A. Gajda, CLU®, ChFC® in

Scott A. Gajda, CLU®, ChFC®

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CLU, ChFC at Luminate Wealth Management & Insurance Services
📍 Irvine, California, United States

Scott A. Gajda is a Private Wealth Advisor at Luminate Wealth Management with over 26 years of experience. A graduate of Illinois State University, he holds CLU® and ChFC® designations and specializes in tax-efficient strategies for business owners and high-net-worth families. He has been recognized by Forbes and is an 18-time Northwestern Mutual Forum qualifier.

Scott lives in Dana Point with his wife and two daughters. He enjoys playing golf at Coto de Caza Country Club, working out, and attending his daughters cheer competitions. He and his family also volunteer their time at local animal shelters and are members of the Entrepreneurs Organization (EO).

He serves as the President of the Coto de Caza Golf & Racquet Clubs mens golf association.

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Experience
28 Years
Current Role
CLU, ChFC
Location
Irvine, California, United States
Personality Overview

How Scott shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Scott cares about

Tax-Efficient Planning
He has an extensive background in retirement planning and tax-efficient strategies for his clients, and has commented on the impact of tax reform.
Supporting Entrepreneurs
As a member of the Entrepreneurs' Organization (EO) since 2019, he aligns with a network of business owners focused on growth and development.
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Career

Work history

8-1997
CLU, ChFC
Luminate Wealth Management & Insurance Services
8-1997
Private Wealth Advisor | Luminate Wealth Management & Insurance Services
Luminate Wealth Management & Insurance Services
12-1996
Private Wealth Advisor
Northwestern Mutual
In the press

Media appearances

Luminate Wealth Management & Insurance Services – Team (Scott A. Gajda, CLU®, ChFC®). Featured in Luminate Wealth Management (company website)
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Education
1993 - 1997
Bachelor of Science
Illinois State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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