MichaelDeSantis- Financial Advisor Santa Clarita, CA

Home > Financial Advisor Directory > california > santa clarita

About Michael DeSantis

Michael is a CERTIFIED FINANCIAL PLANNER^™ and fiduciary investment advisor with 11 years of experience. He joined Farther to be able to combine his personalized approach with the resources of a large firm behind him. Before joining Farther in 2023, Michael was a financial planner at Goldman Sachs Personal Financial Management where he worked on one of the nation's top-performing teams, delivering hundreds of financial plans and helping clients navigate complex tax, estate, and retirement strategies.

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.

See Disclosures

General Information

Firm Start Year

2019

No. of Employees

100-499

CRD#

6320795

Firm CRD#

302050

Name of Custodial Firm

Fidelity, Schwab

Years of Experience in Financial Services

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

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

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 65

Firm Information

Assets Managed by Firm

$6 Billion

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Education

Bachelors of Science (B.S.) - Finance

California State University, Northdridge
08/15/2012 -05/31/2016

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892821/paladinregistry-Farther-Finance-LLC-detailed-disclosure.html

Disclaimer

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.

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Michael DeSantis

Farther Finance LLC