Scott Desantis Email & Phone Number

I'm the co-founder and CEO of Civic Financial, a multigenerational financial planning and wealth advisory firm committed to optimizing every client's financial future. I work with C-suite executives, business owners, and high-net-worth individuals primarily in financial services (private equity, hedge funds, credit), biotech, and law. I'm honored to be recognized as an industry thought leader and keynote speaker on the topics of rapid business building, enterprise value, and strategic financial advisory.I became a Certified Financial Planner at 22 and hold advanced designations in estate planning, investment portfolio construction, retirement income planning, philanthropic planning, insurance design, long-term care, and special needs.Outside work, I’m dedicated to serving my community. I sit on the board of SquashBusters, a non-profit that helps under-served students grow personally and pursue higher education through squash. I captain the team “Racqueteers” at the annual tournament to raise funds and mentor students. I also help educators in my community to meet their financial goals. My wife Lizzy and I love to stay active, explore new places, and cook together. I’m always up for a game of chess, backgammon, Scrabble, or Settlers of Catan!*Forbes Awards* Best-In-State Wealth Advisor: 2024 Top Financial Security Professional: 2021, 2022, 2023, 2024 Best-In-State Top Next-Gen Wealth Advisors: 2023, 2024------*Forbes Top Financial Security Professionals list (2021 and 2024), Forbes Best-In-State Top Financial Security Professionals list (2022 and 2023), Forbes Best-In-State Top Next-Gen Wealth Advisors (2023 and 2024), and Forbes Best-In-State Wealth Advisor (2024) based upon data as of December 31st of 2020, 2021, 2022 and 2023, respectively. Research and ranking provided by SHOOK Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the ratings. Rankings and recognitions are no guarantee of future investment success.