Scott DeSantis in

Scott DeSantis

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Partner & CEO at Civic Financial
📍 United States

Scott DeSantis is the co-founder and CEO of Civic Financial, a wealth advisory firm serving C-suite executives and high-net-worth individuals. He is a recognized thought leader in rapid business building and strategic financial advisory, holding numerous advanced certifications, including the Accredited Estate Planner designation.

Outside of his professional life, Scott is a passionate squash player who captained the varsity team at Amherst College and now actively supports the SquashBusters youth program. He also enjoys Padel and was the president of his high schools chess club.

Unique fact: Scott became a Certified Financial Planner (CFP) at the remarkably young age of 22.

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Experience
12 Years
Current Role
Partner & CEO
Job Level
Leadership
Location
United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Scott cares about

Next-Gen Financial Advice
He proudly highlights that the median age at his firm is in the 30s, addressing the growing demand for high-quality advice from a younger generation of advisors.
Strategic Philanthropy
Holds a Chartered Advisor in Philanthropy designation and actively participates in fundraising events like the SquashBusters Derby, which raised over $1. 5 million for the cause.
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Career

Work history

2-2013
Partner & CEO
Civic Financial
In the press

Media appearances

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Education
Education details unavailable
Amherst College
Education details unavailable
Noble and Greenough School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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