Daniel da Ponte

Founder | Senior Financial Advisor | Managing Principal @ Axis Wealth Partners, LLC | Securing Financial Futures and Providing Peace of Mind. @LaSalle Academy, @URI alum

Role
Managing Principal Senior Financial Advisor at Axis Wealth Partners, Llc
Location
East Providence, RI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Daniel da Ponte

I provide and deliver comprehensive financial advice and peace of mind to individuals and…

Experience

  1. Managing Principal Senior Financial Advisor

    Axis Wealth Partners, Llc

    Oct 2022 — Present · East Providence, RI, US

Education

  • Kansas State University

    Graduate Certificate, Personal Financial Planning

    2008 — 2010

  • Kansas State University

    Master's Degree, Personal Financial Planning

    2008 — 2014

  • University of Rhode Island - College of Business

    Bachelor of Science, Business Administration

    1996 — 2000

  • La Salle Academy

    High School

    1992 — 1996

Skills

  • Fluent in Portuguese
  • Financial Planning

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Daniel da Ponte — Managing Principal Senior Financial Advisor at Axis Wealth Partners, Llc in East Providence, RI, US | Unifers