Kayla Santos

Kayla takes a consultative approach to financial planning, focusing on what matters most to you. She works closely with individuals and businesses to create personalized strategies aligned with their goals and values. As a Financial Planner, she helps clients navigate all six key areas of planning—covering everything from protection and investments to tax strategies, retirement, and estate planning. Her goal is to deliver tailored solutions and ongoing support to help clients achieve long-term success. Kayla is licensed to sell Life, Accident and Health insurance and also holds her Series 6, 65 and 63 licenses. She earned her Bachelor’s degree in financial services at Bryant University and was awarded the “Leadership in Financial Services” from Bryant University. Outside of her professional endeavors, Kayla enjoys travelling and spending quality time with her husband Domenic, their son Kody, and dog Milo.

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I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in RI

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