David P. Santoro, CFP<sup>&reg;</sup> - Financial Advisor

David P. Santoro, CFP®

Santoro Financial Planning Group

51 Man-Mar Dr, Suite 5
Plainville, MA 02762
FINANCIAL ADVISOR'S WEBSITE
(508) 286-7900

General

David Santoro is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Santoro Financial Planning Group in Plainville, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Disclaimer

"Securities & advisory services thru Commonwealth Financial Network, member www.finra.org/www.sipc.org . For residents of AZ, CA, GA, MA, ME, RI. Not FDIC Insured, No Bank Guarantee, May Lose Value"

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth

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