What are you looking for?
As a Financial Planner, Dante services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Dante can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.
Dante was inspired to become a Financial Planner because he’s passionate about helping people achieve their financial goals, build long-term security, and make confident, informed decisions about their future. A former Division I baseball player and team captain at Sacred Heart University, he learned the importance of leadership, discipline, and teamwork—qualities he brings to his client relationships.
Dante holds a degree in finance from Sacred Heart University and lives in Southington, Connecticut. Outside of work, he enjoys watching sports and spending time with friends and family.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
Check the background of this registered representative on FINRA’s BrokerCheck.
This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!