About Us
Brian Scott II
Founder & Financial Advisor
Qualifications
- FINRA Series 7, 65 and 66, Life & Health Insurance, including Annuities, Long Term Care, and Disability.
Experience
- Black Oak Financial; Owner/ Fort Lauderdale, Florida (2021-Present)
- Dept. of Justice; Organized and Financial Crimes / Miami, Florida (2016-2021)
- Orange County Sheriff’s Office; Deputy Sheriff/ Orlando, Florida (2011-2016)
- United States Army National Guard (2006-2012)
Education
- Kaplan College for Financial Planning (2021)
- Master of Arts, Criminal Justice w/ Federal Law Specialization 2015 (St. Joseph’s Univ.)
- Bachelor of Arts, Criminology 2011 (West Virginia University)
After graduating high school, I went to college without two cents to rub together. I lived off peanut butter sandwiches and instant noodles. After college, my jobs progressively paid better, but between large car loans due to poor credit, student loans, rent, and everyday bills, I felt like I was going in reverse.
The feeling led me to the local library and online articles about finances and investing. As I read, I wondered, “why weren’t we taught this in school?” I read volumes on investments, taxes, retirement, budgeting and could not get enough of it.
During the pandemic, I wondered how I could share this knowledge with individuals who were as deprived of information as I was. I found a financial planning program, completed the education requirements, and obtained the necessary licenses and certifications. Through my employment with the Federal government, I saw individuals and corporations falling victim to predatory accountants, financial planners, lending organizations, and business associates. Often, they fell victim due to falling far behind where they wanted to be financially and put their trust in individuals promising them solutions that were too good to be true. My goal with this company is to become a more proactive force in helping others rather than the reactive approach law enforcement provided.
In my off time, I love to cook. I grew up overseas, so I have a natural love of traveling and immersing myself in the culture of the locales I visit. Every now and then I cross items off my “never have I ever” list to continue challenging myself to grow. My 2021 accomplishment was learning to ride a bicycle at the young age of 33.
Expericence
Black Oak offers a unique understanding of business through the combination of financial education, experience in local law enforcement, investigations of complex financial crimes in the Federal government, and the discipline and leadership obtained through military experience.
Services
We stand ready to assist you in any financial field necessary to achieve your goals. If one of us does not have the answer, our partners have decades of financial advisory experience and are willing and able to assist at any time.
Community
Black Oak strives to make an impact in the community by providing financial literacy and devoting time and resources to those in need. Through work with several volunteer organizations, we hope to help anyone we can.
Clientele
Black Oak assists individuals and small businesses with financial planning strategies. There are no minimum net worth or funding requirements needed.
Meet Us
Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean. A small river named Duden flows by their place and supplies it with the necessary regelialia.
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Our Mission
We assist clients in achieving financial security and independence by providing comprehensive financial planning services. When you choose Black Oak Financial, you are choosing a company that understands the issues faced by those wanting financial independence. As a small business, we promise personal attention, accessibility, and communication. Black Oak Financial starts with a free evaluation via phone, video conference, or in person. We gather necessary information, analyze it, and provide tailored recommendations.
What can we assist you with?
Testimonial
