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Sujit N

Series 63, Series 65

San Clemente, CA

SCN Capital

Sujit Naran is a financial advisor at SCN Capital with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual Wealth Management Company and Broadridge LTX, among other firms. Sujit has also been involved with SoCal Builders and Design. SCN Capital is a state-registered investment adviser providing discretionary portfolio management and comprehensive financial planning to individuals, high net worth clients, corporations, and 401(k) plans. The firm bases portfolio construction on Modern Portfolio Theory, using low-cost ETFs, tax-efficient strategies, and fundamental analysis, and offers educational seminars on financial literacy free of charge.

General retirement planning College savings (529s, UTMA, etc.) General tax planning Wealth management Cash flow / budgeting
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