Joseph Scotti, CFP®
Managing Director, CERTIFIED FINANCIAL PLANNER®
Click Here To Book a Consultation
Joseph is one of the founders of Pension Educators and has been providing education and planning services to teachers and staff members for over 6 years! As a graduate of Florida State University, Joseph has a passion for helping our advisors as well as our clients grow to their highest potential.
Joseph is a CERTIFIED FINANCIAL PLANNER® professional and holds his FINRA Series 6, 7, 63, and 65 registrations, as well as Life, Annuity, Accident, and Health licenses. He is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in FL, NC, NJ, NV, NY, PA, SC, and VA. He is also licensed in insurance in NJ.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.