Scott DeSantis

Scott J DeSantis

Financial Advisor

  • CFP®
  • ChFC®
  • RICP®
  • CLU®
FINRA BrokerCheck
55 William St Ste 100,
Wellesley, MA 02481
978-443-7357 978-460-4275 Visit my website

About my practice

Scott DeSantis specializes in comprehensive financial planning for families and professionals. Scott's team of four is extremely knowledgeable with regard to retirement and distribution strategies and focuses deeply on tax sensitivity. We implement a technology savvy business in an effort to reduce client stress and make the process easy. Please connect and let us know how we can help you best.

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