David P. Santoro
Founder, Financial Planner
With more than three 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 Volunteer of the Year**.
An avid runner and former track and cross-country coach, he enjoys spending time with his wife, adult children, family, friends and his two Lab rescues. He has completed 75 marathons, including 36 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 $45,000 to date.
*2019 Ambassador of the Year, presented by Tri-Town Area Chamber of Commerce. This award recognizes the individual who exemplifies extraordinary commitment, enthusiasm, and leadership for the Ambassador Program. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.
**2016 FPA MA Volunteer of the Year, presented by Financial Professional Association of New England. This award is based on volunteer contributions and not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor. Click here for more information.
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 the chief human resource 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 a graduate school instructor at the Clark University School of Business and a trainer/facilitator with Bristol Community College, focused in the areas of talent management, staff development, human resource operations, and compliance.
Diane enjoys being active in her local community through involvement in area Chamber of Commerce events, women's leadership forums, youth development programs, mentoring, and career coaching forums. She also enjoys gardening, spending time with her two Lab rescues, and celebrating the achievements of family members at marathons, road races and baseball games!
Jason Weir
Client Service Financial Associate
Jason is our Client Service Financial Associate, assisting in account management, financial planning operations, and client relationship coordination. He is dedicated to providing each client with an exceptional service experience and takes pride in helping individuals and families work toward their financial goals with clarity and confidence.
He earned his Master of Science in Marketing with a Data Analytics pathway from Stonehill College, where he competed on the Division I football team. He also holds a Bachelor of Science in Economics from the University of Massachusetts Amherst, where he was also a member of the University’s Division I football program.
Prior to joining Santoro Financial Planning Group, Jason gained experience in banking and analytics, where he developed his skills in client communication, data-driven decision-making, and strategic problem-solving. His strong analytical background, combined with a genuine commitment to helping others, allows him to approach each client relationship with professionalism, integrity, and care.
A lifelong resident of the local area, Jason enjoys sports, fitness, and spending time with family and friends.