Michael DeSantis
Michael takes pride in his ability to identify what truly moves his clients. Gaining this deep understanding allows him to serve them uniquely and has helped form very meaningful relationships. This is the aspect of his job that he loves most.
Michael has also served on nonprofit boards and lives in Santa Clarita with his wife, son, and dog. He is an avid skier, snowboarder, golfer, pickleball player, and traveler.
6320795
302050
Fidelity, Schwab
11
Businesses, Individual Investors, Non-Profit Organizations
Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals
Yes
Yes
Yes
I have a clean record
I have a clean record
CFP®
Series 65
Stocks, Exchange Traded Funds (ETFs), Bonds, Alternative Investments, Mutual Funds, Options & Futures, Socially Responsible Investments (SRI)
Your Office, Phone, Our Office, Your Home, Video Conference
Fee-Only
$500,000
Based on Assets
$6 Billion
Yes
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How do you charge for your services?
How are you compensated? How will I pay for your services?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Advisory services provided by Farther Finance Advisors LLC, an SEC-registered investment advisor. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS.
