Michael Desantis
Helping Clients Build and Protect Their Financial Future
- Role
- Associate Vice President Wealth Advisor at Farther
- Location
- Santa Clarita, CA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Michael Desantis
I am a CERTIFIED FINANCIAL PLANNER™ with 11 years in the wealth management industry…
Experience
Associate Vice President Wealth Advisor
Oct 2024 — Present
Education
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ , Certificate of completion for coursework requirements
California State University, Northridge
Bachelor's Degree, B.S., Finance
Skills
- Event Planning
- Management
- Sports
- Fiduciary Advisor
- Personal Financial Planning
- Tax Planning
- Leadership
- Hospitality
- Event Management
- Quickbooks
- Customer Service
- Financial Services
- Social Media Marketing
- Powerpoint
- Microsoft Excel
- Marketing
- Golf
- Budgets
- Social Networking
- Microsoft Office
- Sales
- Coaching
- Social Media
- Sports Marketing
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