Sign In

Cfp® William G. Scotti

Wealth Management Director at Axial Financial Group

William G. Scotti III, CFP®, CRC®, AIF® is a Wealth Management Director and Managing Principal of Axial Financial Group's Cape Cod office.12 He is an original team member of Axial Financial Group and graduated from Merrimack College's Girard School of Business.1

Scotti holds several professional designations, including:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Retirement Counselor® (CRC®)
  • Accredited Investment Fiduciary® (AIF®)

He also holds FINRA Series 7 and 66 securities registrations, as well as Life, Accident, and Health Insurance licenses.1

In 2014, Scotti was awarded the "Cape & Plymouth Business™ 40 under 40 Award" for his accomplishments.13 He is actively involved in his community, having served on various local non-profit boards and committees.1

Scotti resides in Sagamore Beach with his wife Brittany and their three children, Will IV, Jack, and Mark. He enjoys spending time with his family, participating in his children's sports events, building Legos, and enjoying Cape Cod Bay.1

Highlights

Dec 30 · axialfg.com
Team | Axial Financial Group
Team | Axial Financial Group
Aug 25 · salesflow.io
William G. Scotti III, CFP CRC AIF – Wealth Management Director ...
Nov 19 · cciaor.com
Preparing your business for Tax Season and Beyond | CCIAOR
Jun 26 · prweb.com
William G. Scotti, III, CFP® of Axial Financial Group Earns Cape ...

Related Questions

What are some of the community service projects Bill Scotti has been involved in?
How did Bill Scotti start his career in wealth management?
What are the key financial planning strategies Bill Scotti recommends?
Can you tell me more about the "Cape & Plymouth Business™ 40 under 40 Award"?
What is Bill Scotti's approach to managing client wealth?
Cfp® William G. Scotti
Cfp® William G. Scotti, photo 1
Cfp® William G. Scotti, photo 2
Add to my network

Location

Greater Boston Area