Fiduciary
I have a legal obligation to put your interests first ahead of my own. You are my priority and I am accessible to you. I respond to calls or emails to me in a timely manner.
In Manifest and Invest, Dawn Santoriello, CFP® aligns with The Law of Attraction providing practical sound financial advice to help you create a life of abundance. She shares practical, real-world strategies from a positive heart-centered space that uplifts and empowers you to take control.
Evidence Based portfolios provide a simplified approach to creating an asset allocation plan. This questionnaire will help you decide which portfolio allocation may best meet your risk and return preferences.
I have a legal obligation to put your interests first ahead of my own. You are my priority and I am accessible to you. I respond to calls or emails to me in a timely manner.
As a member of Ed Slott’s Master Elite Advisor Group and The Elite Power of Zero Advisor Group I stay current on the latest tax law changes and planning strategies to help my clients reach their financial goals.
They now have clarity and confidence around their money. They know how to clear their "money blocks" that stand in their way to achieving their dreams.