Al Santosuosso
Senior Partner & Financial Advisor. CFP®, CFBS, CEPA
- Role
- Senior Partner at Commonwealth Financial Group
- Location
- Bedford, NH, US
- LinkedIn followers
- 500 followers
About Al Santosuosso
I provide a single-source, team-based comprehensive wealth management solution for…
Experience
Senior Partner
Dec 2010 — Present · Boston, MA, US
I provide comprehensive financial planning for my clients’ personal and professional lives with strategies that help them build, protect and transfer their assets efficiently. I collaborate with a network of experienced professionals to provide advisory services in:• Advisory services• Retirement analysis and solutions• Estate strategies• Employee and executive benefits • Business continuation strategies • Trust servicesI offer a broad portfolio of insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
Education
Lorenzo d' Medici
International Business and Italian Culture
2005 — 2005
Stonehill College
Bachelor of Science, Business Administration; Finance
2003 — 2007
Skills
- Outlook
- New Business Development
- Lead Generation
- Networking
- Sales Management
- Solution Selling
- Financial Planning
- Saas
- Investments
- Holistic Financial Planning
- Direct Sales
- Finance
- Sales Process
- Business Development
- Leadership
- Sales
- Insurance
- Account Management
- Salesforce.com
- Financial Services
- Forecasting
- Cold Calling
- Analysis
- Sales Operations
- Customer Service
- Strategic Financial Planning
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