David Santoro
North Attleboro resident David Santoro, a principal in the firm Santoro Financial Planning Group, has been re-elected to the Board of Directors of the Financial Planning Association of MA. Additionally, he will serve as the FPAMA’s Community Outreach Director.
The Financial Planning Association® of Massachusetts is the trade association for the financial planning industry in Massachusetts. With more than 900 members, the FPA of Massachusetts advocates for financial planners by recommending legislation, elevating public awareness, promoting financial literacy and advocating for sound economic and tax policies. FPA™ MA is committed to providing leadership on these fronts. FPA® is the community that fosters the value of financial planning, and advances the practice and profession of financial planning.
“I am pleased to have been re-elected to the Board of Directors of FPA MA,” Santoro said, adding, “The Financial Planning Association of MA is a great advocate for the financial planning industry, and I am honored to help the organization in its mission.”
About David Santoro
David Santoro, as principal of Santoro Financial Planning group, brings a number of years experience in financial planning and advising to his current role. Prior to founding his own business, he worked in a financial planning/advisory role at a local bank for the last eight years. He is a retired Major in the Army Reserve, having served as an intelligence officer for 23 years. He holds the Certified Financial Planner® designation, as well as Series 7 and 63 licenses. He earned his undergraduate degree at Framingham State University, his Master’s Degree from Bryant University and his CFP Certificate at Bryant. He works with individuals to help them achieve their financial goals as well as with a number of small business owners, helping with retirement plans for their companies.
In his spare time, he serves as member of the Board of Directors for the Narragansett Council of the Boy Scouts of America in East Providence, which encompasses Rhode Island and Massachusetts; he is an Eagle Scout. In addition to marathon running, another of his hobbies is restoring antique cars. His current restoration projects include a 1958 and 1959 Ford Edsel, two of the three years that the automobile was in production.
He lives in North Attleboro with his wife Diane. They are parents to two children: Adrienne, a 2019 Stonehill College graduate, and son Peter, a sophomore at Bishop Feehan High School and an avid baseball player.
About Santoro Financial Planning Group
Santoro Financial Planning Group serves clients in the geographic region including Norton, Attleboro, Mansfield and Easton. Founder David Santoro is a Certified Financial Planner™ professional with more than 25 years’ experience in budgeting, cost benefit analysis, mutual funds, revenue forecasting and analysis, and understanding of the financials solution available. Clients include small business owners and individuals looking for help with their financial goals. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Santoro Financial Planning Group. To learn more about Santoro Financial Planning Group, please call 508-286-7900 or email david@santorofpg.com.