Dominick Santoro

Dominick Santoro brings a wealth of experience and expertise to his clients, helping successful individuals and business owners with sensible investment strategies, comprehensive financial planning, wealth preservation and transfer, long-term care, and business retirement plans.

Prior to his career as a Financial Advisor, Dominick held several management positions in corporate accounting and finance with corporations including PepsiCo, Dictaphone, and Coldwell Banker. He holds both a Bachelors of Science degree in finance and an MBA degree with concentrations in investment management & financial planning, and corporate accounting from the University of Connecticut.