Committed to Our Community

We believe in the importance of "giving back." Whether it's providing support to the local Scouting community, sponsoring youth sports, educating area high school students by participating in local "Credit for Life" fairs, doing pro bono work for military families in need, providing cancer family support by raising funds for the Joe Andruzzi Foundation—we're proud to remain involved and supportive of those in need in our local communities and beyond.

Boy Scouts of America

(Narragansett Council)

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North Attleboro Little League

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JAF

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School-to-Career Partnership

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Bishop Feehan High School

 
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David P. Santoro, CFP®, MBA has been published in Boston Magazine as a 2022 Five Star Wealth Manager

David has been published in Boston Magazine as a 2022 Five Star Wealth Manager award winner.  More details about this distinction can be found below: 

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations.4,090 Boston-area wealth managers were considered for the award; 513 (13% of candidates) were named 2022 Five Star Wealth Managers.  (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com

https://spotlight.fivestarprofessional.com/ereprints/377444

 

2022 Five Star
 

 

 

 

Santoro Financial Planning Group's One Year Anniversary celebration!

What a great time to celebrate our One Year anniversary and official "ribbon-cutting"!

Many thanks to all our clients for their continued support and engagement, especially during these unprecented times.

We value your trust and confidence in us, and look forward to continuing to serve you and others.

So much to be thankful for.......

One Year Anniversary
 

 

David Santoro completes his 32nd consecutive Boston Marathon!

On October 11th, 2021, David successfully completed his 32nd consecutive Boston Marathon, 67th marathon overall.  Although David is a qualified runner, he is also a charity runner for JAF (Joe Andruzzi Foundation), in support of families dealing with the financial difficulties a cancer diagnosis can create.  David has raised funds for JAF for the past 10 years, and previously was a charity runner for the Dana Farber Cancer Institute for 17 years.  David hopes to complete many more marathons, raising as much money as possible for organizations supporting cancer research and families.

Boston Marathon 2021