Meet Our Team
Our experienced team is available to you. We're approachable, resourceful, and enjoy connecting with our clients along their life journey.
Meet our Team
David P. Santoro
Founder, Financial Planner
With more than two decades of experience in the financial services industry, David helps clients at every stage in life pursue their financial dreams. A lifelong resident of Southeastern Massachusetts, David earned a CERTIFIED FINANCIAL PLANNER™ certification, an MBA in finance from Bryant University, and a BA in economics from Framingham State College. A veteran of an 18-month deployment during Operation Enduring Freedom, he served more than 23 years in the military, including 8 years in the Massachusetts National Guard and 15 years in the U.S. Army Reserve, from which he retired in 2008 with the rank of major.
David’s professional experience has followed an upward trajectory throughout the past 25 years. He started his career at Tucker Anthony & RL Day as a commission accountant before moving to MFS Investment Management in 1992. There, he honed his skills in research and analysis as he rose through the ranks from options accountant to quantitative analyst during a period that spanned 11 years. At New York Life Insurance Company, which he joined in 2008, David worked with individuals and small businesses on risk and asset management before transitioning to MCB Financial Services in 2012.
In 2020, David founded Santoro Financial Planning Group, where he continues to pride himself on applying a disciplined, holistic, consistent, and long-term approach to each person’s financial needs.
David’s commitment to community service has been a lifelong passion. An Eagle Scout, Scout Leader, member of the Narragansett Council BSA board, 2011, 2014, 2018, and 2019 Ambassador of the Year for the Tri-Town Chamber of Commerce, he provides pro bono financial guidance to members of the U.S. military through the Massachusetts Financial Planners Association. David was also selected as the 2016 FPA MA pro bono Volunteer of the Year*.
An avid runner and former track and cross-country coach, he enjoys spending time with his wife and two children. He has completed 70 marathons, including 34 consecutive Boston Marathons. David has raised approximately $100,000 for cancer research at the Dana-Farber Cancer Institute as a qualified participant in the Boston Marathon from 1991 to 2007. Since 2012, David has been a qualified participant in running the Boston Marathon to raise funds for the Joe Andruzzi Foundation and has raised more than $30,000 to date.
*This award is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any account.
Diane T. L. Santoro
Operations Manager
Diane serves as the operations manager of Santoro Financial Planning Group, where she applies her strong human resource, customer service, and operations management skills.
She has more than 30 years of experience in progressively responsible roles in the field of human resources and HR operations, serving as director of human resource services at Harvard Medical School and, most recently, as the chief human resources officer for a Boston-based national consulting firm.
She has worked in both the nonprofit and for-profit sectors. She has managed federally funded independent living centers as well as provided direct case management services to adults with disabilities and their families.
Diane holds a dual bachelor’s degree in social work and sociology, as well as a master’s degree in management. She's also an instructor at the Clark University School of Management and Bristol Community College, focused in the areas of talent management, staff development, HR operations, and compliance.
Diane enjoys being active in her local community through involvement in youth development programs, mentoring, and career coaching forums. She also enjoys gardening, spending time with her two Labs, and celebrating the achievements of family members at marathons, track meets, and baseball games!
Christine Lathrop
Administrative Assistant
As our part-time administrative assistant, Christine brings a strong understanding of customer service, financial systems, and data management to Santoro Financial Planning Group.
Having worked in both education and the financial services industry developing and supporting financial systems, she’s adept with technology and financial products. Her experience building applications supporting financial data speaks to her familiarity with data collection, reporting, storage, and analysis, as well as the need for confidentiality with regard to protecting sensitive information. Her experience in education helped solidify her strong customer relations, planning, and project management skills.
Christine enjoys spending time with her husband and two children. She's been involved with her local community through church, various sports boosters, parent-teacher organizations, and other youth programs. She enjoys watching and supporting her daughter in competitive swimming, as well as watching her son play lacrosse and succeed in his college endeavors. She also enjoys playing golf, walking her dog Kerby with friends, and gardening.