Zachary Scott, Cfp® Email and Phone Number
Zachary Scott, Cfp® work email
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Zachary Scott, Cfp® personal email
Zachary Scott, Cfp® phone numbers
Zachary (Zack) Scott (he/his) is a Financial Advisor with a CFP® designation and the President of Castellan Financial Group. As an Advisor, it is Zack’s goal to break down barriers—such as fear, overconfidence, or lack of understanding—that keep people from seeking professional advisement. He encourages everyone, regardless of age or financial status, to consider working with a financial advisor to develop a plan for the future.Throughout Zack’s career, he has constructed over 700 unique financial plans. Prior to the establishment of Castellan Financial Group in late 2022, he was the Director of Financial Planning with Securian Capital of the Chesapeake where he was awarded the “Top Achiever of 2021” within the entirety of Securian Financial. Before Securian, Zack was a Lead Advisor at BFG Financial Advisors where he spent six years developing his financial planning philosophy—one that emphasizes collaboration with and educating clients while building a customized financial plan together.When not at work, Zack spends time at home with his wife, Karen, and two adopted greyhounds, Gordon and Gibson. He is a passionate St. Louis Cardinals fan and enjoys playing softball in a social sports league.Qualifications & Licenses• CERTIFIED FINANCIAL PLANNERTM (CFP®)• FINRA Series 7 (General Securities Representative Examination)• FINRA 66 (Uniform Combined State Law Examination)• Maryland Life & Health Insurance license• Bachelor of Business Administration, concentration in Finance• Dale Carnegie®’s Skills for Success leadership and communication CourseSecurities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Castellan Financial Group, Inc
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PresidentCastellan Financial Group, Inc Dec 2022 - PresentMaryland, United States
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Financial Advisor & Director Of Financial PlanningSecurian Capital Of The Chesapeake Aug 2020 - Dec 2022Towson, Maryland, United StatesSecurian Financial Network's 2021 "Top Achiever" -
AdvisorBfg Financial Advisors Nov 2017 - Jun 2020Timonium, Maryland -
Associate AdvisorBrotman Financial Group Jan 2015 - Nov 2017Baltimore, Maryland Area
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Investment TraineeBrotman Financial Group Jun 2014 - Dec 2014Timonium, MdAssist Brotman Financial's CFP practitioners in preparing for client meetings, taking notes during planning meetings and conducting the necessary follow up with clients following the meetings.
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Registered Representative & IarKestra Financial Feb 2015 - Jun 2020
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Co-Founder/ManagerSquid Ink Screen Printing Mar 2012 - Jun 2014Newton, New JerseyHome-based business specializing in the design and screen printing of clothing. Responsible for marketing, purchasing/ordering of supplies, screen printing, and delivery of our products.
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Construction AssistantChris Wilson Construction Jun 2008 - Jun 2014Newton, New JerseyAssist in the development of diverse construction projects to ensure timely completion of home remodeling and additions.
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StudentLoyola University Maryland Sep 2010 - May 2014 -
InternBrotman Financial Group Jan 2014 - Apr 2014Timonium, Maryland
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Corporate Sales And SponsorshipBaltimore Orioles Aug 2013 - Dec 2013Baltimore, MarylandAccompany business executives around stadium to facilitate organization of game time operations.Photograph scoreboard productions in order to create and execute end of the season fulfillment reports.
Zachary Scott, Cfp® Skills
Zachary Scott, Cfp® Education Details
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Finance, General
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Finance, General -
Kittatinny Regional High SchoolHigh School Diploma
Frequently Asked Questions about Zachary Scott, Cfp®
What company does Zachary Scott, Cfp® work for?
Zachary Scott, Cfp® works for Castellan Financial Group, Inc
What is Zachary Scott, Cfp®'s role at the current company?
Zachary Scott, Cfp®'s current role is President and CERTIFIED FINANCIAL PLANNER™ at Castellan Financial Group.
What is Zachary Scott, Cfp®'s email address?
Zachary Scott, Cfp®'s email address is za****@****ncc.com
What is Zachary Scott, Cfp®'s direct phone number?
Zachary Scott, Cfp®'s direct phone number is +141025*****
What schools did Zachary Scott, Cfp® attend?
Zachary Scott, Cfp® attended Loyola University Maryland, University Of Auckland, Kittatinny Regional High School.
What are some of Zachary Scott, Cfp®'s interests?
Zachary Scott, Cfp® has interest in Animal Welfare.
What skills is Zachary Scott, Cfp® known for?
Zachary Scott, Cfp® has skills like Marketing, Powerpoint, Microsoft Word, Microsoft Excel, Access, Finance, Microsoft Office, Public Speaking, Screen Printing, Social Media, Teamwork, Sql.
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